Investment Risk Performance Senior Consultant
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Job Summary
At Franklin Templeton were 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 thats 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!
Strengthening fixed income attribution capabilities and expanding expertise to support the Investment teams more effectively.
The Fixed Income Performance Attribution Analyst is responsible for analyzing explaining and validating daily and monthly performance attribution across fixed income portfolios. The role partners closely with investment teams to ensure accurate insightful attribution that reflects portfolio strategy positioning and market drivers.
Key Responsibilities:
Serve as a Subject Matter Expert in performance and attribution analytics.
Develop and maintain an advanced understanding of fixed income and derivative instruments including the key drivers of performance across rates credit spread curve currency and optionality.
Calculate and analyze daily performance attribution and associated P&L ensuring consistency with portfolio positioning and market movements.
Interpret attribution results across fixed income strategy types including Investment Grade High Yield Core Core Plus Structured and other specialty strategies with a clear understanding of expected sources of return.
Identify investigate and resolve attribution anomalies or errors providing meaningful quality control and value-added validation to the attribution process.
Prepare present and confidently stand behind monthly performance attributionin discussions with portfolio managers and investment teams.
Act as a key liaison between investment teams and analytics ensuring attribution outputs are accurate transparent and actionable.
Required Qualifications:
Strong foundation in fixed income markets including rates credit structured products and derivatives.
Demonstrated experience in performance attribution and P&L analysisfor fixed income portfolios.
Ability to translate complex attribution results into clear investment-relevant insights.
High attention to detail with a strong focus on data quality validation and controls.
Strong communication skills and the confidence to engage directly with portfolio managers and senior investment professionals.
Preferred Qualifications:
Experience with fixed income attribution models and platforms (e.g. Aladdin BBG Port FactSet MSCI Barra Axioma or similar).
Familiarity with multi-asset or global fixed income portfolios.
Background in risk analytics performance measurement or portfolio analytics.
Ability to perform financial/mathematical calculations & analysis using MS Excel Power BI Alteryx Python & relevant process automation tools.
Education and Experience:
Bachelors / Masters degree preferably in Finance/Business. Professional Certifications (CIPM/CFA/FRM) would be an added advantage.
10 years relevant work experience in Analysis & Reporting of Performance Attributions & Risk
Work Shift Timings - 2:00 PM - 11:00 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 theres 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.
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 lifes 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 employees 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 . 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.
Required Experience:
Senior IC
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more
