Senior Performance Analyst (GIPS Standards)
Senior Performance Analyst (GIPS Standards)
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$ 105400 - 124100
1 Vacancy
Job Description
At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
OShaughnessy Asset Management (OSAM) is owned by Franklin Templeton a diversified firm that spans asset management wealth management and fintech giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents youll get exposed to different cultures people and business development happening around the world.
OShaughnessy Asset Management is a research and money management firm based in Stamford Connecticut operating autonomously and backed with global enterprise resources. Their approach to managing money is transparent logical and completely disciplined leading to longstanding relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.
For more firm information please visit
OSAM is hiring a Senior Performance Analyst to join the team. The position location will ideally be Stamford CT or New York City with a hybrid work schedule available.
What are the responsibilities of the Performance Team
The Performance team at OSAM is responsible for GIPS compliance as well as timely and accurate performance reporting and related analytics for all accounts and strategies. The team also works to provide valuable insights to clients to explain account performance and demonstrate the firms value-add. This position entails creating new composites ensuring GIPS compliance and assisting with the annual GIPS verification. The ideal candidate is highly analytical with strong problem-solving skills and proficiency in SQL. A background of 5 years in investment performance analysis including GIPS standards and various investment products is required.
What are the ongoing responsibilities of a Senior Performance Analyst:
Ensuring firmwide GIPS compliance and annual GIPS Verification
Creating composites for new products (including leverage derivatives alternatives etc.)
Enhancing capabilities to scale a business with a rapidly growing account and asset base. Potential to add upwards of 100 composites in the next year.
Performance reporting across all accounts and strategies on a monthly and quarterly basis
Facilitating documentation of policies and procedures
Liaising with marketing to create relevant marketing materials for strategies in a timely manner and develop new materials for new products
Developing and maintaining new and existing metrics and tools to support marketing sales and client service teams
Ensuring integrity of data on Client Performance Portal
Supporting standard industry and proprietary attribution analysis and reporting
Handling ad hoc requests for performance related information
Support development and execution of team roadmap to ensure initiatives and activities are aligned with broader organization and driven to successful completion
What ideal qualifications skills & experience would help someone to be successful
5 years in an investment performance analyst/management role ideally working with an array of investment products (equity fixed income multi-disciplinary accounts options overlays long/short alternatives etc.)
Expertise in GIPS and experience developing processes to ensure GIPS compliance as well as increase operational efficiencies
The ideal candidate is highly analytical and process-oriented with knowledge of GIPS and a strong understanding of investment performance analytics. Adept at problem solving and delivering in a timely manner.
History in direct indexing and tax managed performance calculations preferred
Understanding of investment performance calculations for a variety of products
Strong analytical mathematical and problem-solving skills
Client service focused
High level of attention to detail
Programming capabilities in SQL. Other programming knowledge such as C# and Python a bonus. Understanding of or familiarity with Object-Oriented Programming concepts a bonus
Bachelors degree in finance economics math or related analytical discipline or equivalent experience
CFA or CIPM designations a plus
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $105400 - $124100 depending on location and level of relevant experience plus discretionary bonus.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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 your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
We are committed to fostering a respectful safe and inclusive environment for all applicants and existing employees. 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 status protected by federal state or local law ordinance or regulation
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
