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
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 them covered.
Highlights of our benefits include:
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
Life insurance for protection of employees’ families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
Annual recognition programme
Volunteer services and paid time off for volunteering
12 weeks Paternity leave
Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city
Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city
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.