Head of Performance & Attribution
Chicago, IL - USA
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!
The Head of Performance & Attribution provides enterprise leadership for performance & attribution as a core investment enablement capability. This role defines the strategic direction for investment performance and attribution across the firm ensuring the function supports investment decision-making client reporting platform modernization and data-driven operating excellence.
The Head of Performance & Attribution is a key leader within Franklin Templeton Services (FTS) which is responsible for core operational capabilities that support Franklin Templetons investment platform including fund accounting investment operations client reporting investment data and shareholder servicing. With a broad global footprint the organization provides the scale controls and service infrastructure needed to support investment execution oversight reporting and client delivery across regions and business lines.
Owns thefirmwide investment performance and attribution visionaligned to investment philosophy client experience & expectations and platform strategy.
Shapes how investment performance and attribution informsinvestment decisionmaking product design and portfolio construction.
Sponsors major transformation initiatives (e.g. enterprise platform transitions AIenabled analytics data strategy).
Influencesclient reporting regulatory posture and boardlevel reporting standards.
Sets longterm capability roadmap and investment priorities.
Builds and leads high-performing global teams fostering a culture of accountability collaboration and continuous improvement while developing talent and strengthening organizational capability.
Global Investment Performance and Attribution Leadership
Own the endtoend investment performance and attribution function across equity fixed income and multiasset ensuring consistent standards governance and quality globally.Insight & Decision Support
Deliver clear investmentrelevant investment performance and attribution insights that explain portfolio results and support portfolio manager dialogue fund boards and client reviews.Operating Model & Controls
Establish and maintain robust investment performance and attribution governance controls KPIs and escalation frameworks to ensure accuracy transparency and auditability.Data Systems & Transformation
Champion data quality and process excellence; partner with technology and data teams to enhance investment performance and attribution platforms automate controls and support major transformation initiatives.
A minimum of 10 years of asset management experience including significant expertise in investment performance and attribution.
Demonstrated leadership of complex investment performance and attribution teams or related investment operations functions in a global environment.
Deep knowledge of attribution methodologies across equity fixed income multi-asset and alternative strategies.
Experience with leading analytics and investment data platforms including solutions such as Aladdin FactSet and Bloomberg.
Hands-on experience with Aladdin including its application across investment workflows performance analytics and operating model transformation.
Deep knowledge of GIPS and other related investment performance methodologies.
Executive presence and change leadership capability with the adaptability and resilience to lead through transformation align teams and drive enterprise-wide adoption in a dynamic environment. Bachelors degree required; CFA and/or CIPM preferred.
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 base salary for this position to range between $225000 - $275000 depending on level of relevant experience plus discretionary bonus.
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:
Director
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