Analyst – Investment Risk Reporting Full Time NEW

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!

What are the FTS – Performance & Attribution team responsible for?

• FTS – Performance & Attribution team acts as the SME for Performance, Attribution, Characteristics, and ex-post Risk Statistics. Primarily responsible for maintaining systems, and data flows to facilitate timely delivery of customized automated and manual reports. The team liaise with various teams across all the global time zones, such as Portfolio/Product Managers, Client Services, Investment Commentary and Risk Management.

What is the Analyst – Investment Performance and Risk responsible for?

• The primary function of this position is to compile, analyze and report on income portfolio performance, attribution, characteristics, weights, and risk statistics.

Performance And Risk Analysis

• Review performance, Equity & Balanced 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 multi asset attribution reporting.
• Identify and resolve complex data issues impacting performance, attribution, and risk.
• Maintain, monitor, run & review standard/complicated reports & ad-hoc requests via manual/automated process adhering to set SLA date.
• Collaborate with manager to identify & resolve complex data issues impacting performance, attribution, risk & characteristics reporting.
• Perform an Analyst role between Performance Attribution & other relevant teams, to understand the requirements & set the process changes & report delivery accordingly.
• 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 Equity & Balanced attribution results using understanding of attribution models and experience with complex instruments.
• Lead the team members & train on functional, process & technical aspects.

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

Education And Experience

• Bachelors / Master’s degree preferably in Finance/Business. Professional Certifications (CIPM/CFA/FRM) would be an added advantage.
• 5+ relevant work experience in Analysis & Reporting of Performance, Attributions & Risk within relevant industries, such as Mutual Funds, Asset Management, Investment Banks, Custodians & Financial Services, etc.
• Experience developing an effective portfolio and/or investment risk/performance attribution management processes.
• Hands on experience using Investment Performance, Attribution & Risk management application/software like Factset, Morningstar, Aladdin.
• Ability to perform financial/mathematical calculations & analysis using MS Excel, Power BI, Alteryx, Python & relevant process automation tools.
• Advanced knowledge of financial instruments, markets & analytical understanding.
• Knowledge of Mutual Funds, Institutional Separate Accounts and Composites. Benchmarks, Hybrid/Blended Benchmarks.
• Ability to work under pressure, perform multiple tasks in a fast-paced, team environment, organize & prioritize workflow.
• Strong verbal & written communication skills, including strong negotiation skills.

Work Shift Timings – 12:00 PM – 9:00 PM IST

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 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)
• 12 weeks Paternity leave
• Onsite fitness center, recreation center, and cafeteria
• Transport facility
• Child day care facility for women employees
• Cricket grounds and gymnasium
• Library
• Health Center with doctor availability
• HDFC ATM on the campus

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.