Senior Composite Analyst Investment Performance and Risk
Senior Composite Analyst Investment Performance and Risk
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Job Description
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!
What is the Composite group responsible for
Composite Group where youll ensure GIPS compliance and manage composite calculations supporting various GIPS firms across the organization. This role involves overseeing all aspects of GIPS compliance including composite building calculation and firmwide reporting as well as coordinating annual GIPS audits and handling adhoc requests. Youll work with a diverse range of asset types including equity fixed income multiassets and digital assets within both SMA and institutional business lines. Additionally youll lead and contribute to compositerelated projects system integrations and initiatives aimed at enhancing operational efficiencies.
The ideal candidate will possess strong analytical skills the ability to think independently and proven experience in a fastpaced dynamic environment. At Franklin Templeton we value innovation collaboration and a commitment to excellence offering you the opportunity to make a significant impact within a talented team dedicated to achieving outstanding results #MIDSENIORLEVEL
What is Senior Composite Analyst Investment Performance and Risk responsible for
Providing data and support to marketing sales product and other internal teams regarding composite performance portfolio dispersion risk statistics and other performance related inquiries.
Gather documents research issues and support annual GIPS verifications
Perform data validation exception processing and composite dispersion testing to improve data coverage and to ensure accuracy.
Create and run database queries design report templates and improve monthly processing.
Stay current with GIPS policies and changes apply GIPS standards to composite building and reporting.
Perform analysis of the portfolios to explain the portfolios return and characteristics.
Prepare daily weekly monthly and quarterly reports using the information from various applications / teams to deliver accurate reports within prescribed deadlines ensuring that all internal controls are met.
Maintain composites records in accordance with Global Investment Performance Standard (GIPS); and work to support the Firms annual external verification.
Support various composite and GIPS projects including automation / standardization GIPS policy and procedures and efforts to improve deliverables.
Strong proficiency in Excel is must VLOOKUP Pivot tables INDEX COUNTIF SUMIF power query Pivot etc.
What ideal qualifications skills & experience would help someone to be successful
Bachelors degree preferably in a quantitative discipline MBA or Master of Financial Engineering.
410 years relevant work experience in the Financial Services Industry generally preferably some with investment performance compositing and GIPS compliance.
Superior quantitative skills required. The candidate should be familiar with statistical theory and have a good understanding of financial instruments and markets.
Progress toward or completion of CFA or CIPM preferred
Good working knowledge of performance and risk.
Proficiency with SQL is desirable as is evidence of experience with data related projects.
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 wellbeing and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee wellbeing 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 inhouse classes and over 150 Webbased 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
Employment Type
Full-Time
