Investment Risk Performance - Senior Analyst

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

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

• The primary function of this position is to analyze and provide commentary on portfolio performance, characteristics, weights, attribution and risk statistics.  This position is a key liaison with other RISK teams as well as with key clients including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers as well as various compliance and legal teams #MID_SENIOR_LEVEL

Performance and Risk Analysis:

• Review portfolio 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 reporting.

• Provide commentary for performance, attribution and risk statistics.

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

• 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 accounts to ensure inclusion in the proper composite per GIPS and FT policies.

• Review automated validation controls and complete issue resolution process.

Client Support:

• Manage inflow, review and distribution of requests.

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

• Respond to, both verbally and in writing, risk and performance questions from internal and external sources.

Compliance:

• Prepare and analyze risk and portfolio reports to ensure they meet regulatory and client requirements.

• Ensure department polices, procedures and processes adhere to current GIPS Performance Presentation Standards.

• Represent functional team and lead project activities.

• Remain current on performance related trends, topics and issues.

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 FactSet and other accounting, performance and attribution software.

Additional Desirable Qualifications:

• Bachelor's degree in finance, math or other quantitative discipline.

• MBA or Master's degree in finance, math or other quantitative discipline.

• Progress towards CFA, FRM or CIPM.

• Investment performance, investment operations or fund accounting experience.

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

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

Knowledge, Skills, And Abilities:

• Advanced knowledge of Performance & Performance Attribution

• Advanced knowledge of 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 Office:

  • Access:  Intermediate

  • Excel:  Advanced

• Ability to work independently

• Ability to organize and prioritize workflow and to coordinate the work of others

• Ability to maintain updated knowledge of procedures, products and activities of assigned area

• Ability to perform multiple tasks in a fast-paced, team environment

Problem Solving and Decision Making:

• Recognizes and communicates potential issues impacting the organization

• Effectively applies consultation skills to solve problems independently.

• Makes decisions with limited impact on own work and possibly the work of others.

• Oversees the development of solutions to a variety of business issues and ensures the solutions are consistent with organizational objectives.

• Work is performed under general direction; participates in determining objectives of assignment; work is reviewed for adequacy in meeting objectives

Physical Requirements:

• Ability to hear and speak to employees and outside business associates on the phone and in person

• Ability to sit for long hours at a time

• Ability to see the letters and numbers on a personal computer screen and on memos, reports and other documents (near vision)

• Ability to read small print typically found in contracts (near vision)

• Requires moderate right and left hand coordination for the use of the typewriter and/or personal computer

• Ability to maintain a professional image

Work Shift Timings – 11:00 AM – 8:00 PM IST