Sr Analyst - Investment Performance & Risk (Fixed Income Attribution)

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world! 

What is the Senior Analyst - Investment Performance and Risk responsible for?

The Senior Analyst role sits in the Franklin Templeton Services (FTS) Fixed Income Attribution team and the primary function of this position is to compile, analyze and report on portfolio performance attribution, characteristics, weights, and risk statistics. This position is a key liaison with Investment Management and Risk teams globally, as well as Client Service, Marketing, Compliance and Legal teams.

What are the ongoing responsibilities of the Senior Analyst position?

Performance and Risk Analysis:

• Review performance, attribution and risk by analyzing the accuracy and quality of the underlying data.

• Perform data validation, exception processing and security modeling to improve data coverage and to ensure accuracy of attribution reporting.

• Identify and resolve complex data issues impacting performance, attribution and risk.

• Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.

• Create and run non-standard reports and queries.

• Review automated validation controls and complete issue resolution processes.

• Maintain a thorough understanding of systems and processes related to the team’s core functions.

• Interpret and communicate attribution results using understanding of attribution models and experience with complex instruments.

Client Support:

• Manage inflow, review and distribution of requests.

• Provide performance and investment risk consulting services to key clients.

• Respond to performance attribution questions from internal and external sources both verbally and in writing

• Represent functional team and lead project activities.

• Communicate effectively with groups across the organization, including Investment Management, Client Service, and Client Reporting teams.

What ideal qualifications, skills & experience would help someone to be successful?

Education And Experience:

• 4 or more years’ relevant work experience in the Mutual Fund/Financial Services Industry.

• Experience developing an effective portfolio and/or investment risk/performance management process.

• Advanced level understanding of statistical theory and/or financial instruments and markets.

• Experience using Bloomberg PORT, FactSet and other accounting, performance and attribution software.

Additional Desirable Qualifications:

• Bachelor's degree in finance, math or other quantitative discipline; MBA a plus

• Investment performance, investment operations or fund accounting experience.

• Experience communicating complex financial topics to highly and less technical people.

• Programming skills in Python, SQL, Power BI or another current language.

• Progress towards CFA, FRM or CIPM a plus

Knowledge, Skills, And Abilities:

• Advanced knowledge of performance, performance attribution & statistical calculations

• Advanced knowledge of financial instruments and markets

• Knowledge of source systems for data and ability to verify for accuracy

• Excellent verbal and written communication skills

• Microsoft Access: Intermediate / Excel: Advanced

• Effective Problem Solver

#ASSOCIATE

#LI-Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. 

Highlights of our benefits include:

• Flexible medical, dental and vision insurance

• Corporate Pension Plan

• Employee Stock Investment Program

• Purchase company funds with no sales charge

• Competitive vacation package that includes three annual personal days

• Company paid short-term and long-term Disability Insurance

• Education assistance

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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