Fixed Income Attribution Senior Consultant

Franklin Templeton

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profile Job Location:

Rancho Cordova, CA - USA

profile Monthly Salary: $ 155000 - 175000
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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 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 Sr Consultant responsible for

The Fixed Income Attribution Sr Consultant 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

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 $155000 - $175000 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

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.

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

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 talente...
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Key Skills

  • Income Tax
  • Jpa
  • EMC
  • Informatica
  • Audio Visual
  • ACCA

About Company

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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

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