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 versatile 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
About the Department:
The Performance & Attribution team delivers analytics on portfolio performance, attribution, risk, and holdings. It operates globally, partnering with portfolio managers, client services, and sales teams. The team ensures accurate reporting and strong system integrity. It offers a collaborative environment, exposure to advanced tools, and opportunities to lead process improvements.
How You Will Add Value?
Core Responsibilities:
- You will act as a subject matter expert in analytics.
- You will validate portfolio and benchmark data accuracy.
- You will review automated and manual reports.
- You will resolve data issues and improve processes.
- You will ensure compliance with policies and standards.
- You will maintain documentation and support training.
- You will support system issue resolution.
- Team & Collaboration
- You will align reporting with business needs.
- You will collaborate with internal stakeholders.
Client Onboarding:
- You will configure systems for new accounts.
- You will coordinate onboarding with internal teams.
Experience, Education & Certifications:
- Bachelor’s degree in finance or business.
- CIPM, CFA, or FRM preferred.
- 3+ years in performance and risk reporting.
- Technical Skills
- Experience with FactSet, Bloomberg PORT, and Morningstar.
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