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!

What is the FTS-Performance & Attribution team responsible for

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

What is the Fixed Income Attribution Consultant responsible for

The primary function of this position is to compile analyze and report on fixed income portfolio performance attribution characteristics weights and risk statistics. This position is a key liaison with Investment Management and Risk teams globally as well as Client Service.

Performance and Risk Analysis:

• Serve as a Subject Matter Expert in performance and attribution analytics

• Review performance fixed income 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 fixed income 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 a Business 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

• Interpret and communicate fixed income 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

• Bachelors / Masters degree preferably in Finance/Business. Professional Certifications (CIPM/CFA/FRM) would be an added advantage

• 7 years relevant work experience in Analysis & Reporting of Performance Attributions & Risk within relevant BFSI 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 process

• Hands-on experience using Investment Performance Attribution & Risk management application/software like FactSet Bloomberg PORT (Previously Barclays POINT)

• 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

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 $120000 - $145000 depending on location and level of relevant experience plus discretionary bonus.

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