Senior Analyst-Investment Performance & Risk
Boston, MA - USA
Job Summary
At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.
From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.
The Performance Risk and Attribution team provides critical insights that support investment decisions enhance risk oversight and strengthen client confidence. Team members collaborate closely with portfolio managers investment professionals and business stakeholders to analyze results explain performance drivers and improve data quality. This is a highly visible team offering exposure to senior leaders meaningful analytical work and opportunities to deepen investment management and technical expertise.
- You will create custom analyses and reporting for client business and investment requests.
- You will analyze large datasets across funds portfolios and reporting periods.
- You will execute performance measurement and attribution analysis across asset classes.
- You will deliver fund-level analytics to stakeholders throughout the organization.
- You will partner with portfolio managers to explain performance and risk outcomes.
- You will analyze fund characteristics holdings and asset-level information.
- You will maintain automated templates and reporting solutions.
- You will produce and review recurring risk and performance reports.
- You will investigate and resolve data quality and performance issues.
- You will support process automation and workflow improvements.
- You will monitor industry developments regulations and risk methodologies.
- You will lead complex analytical initiatives and support key business relationships.
Experience Education & Certifications
- Bachelors degree in Finance Economics or related discipline.
- Advanced degree preferred.
- 5 years of experience in investment risk performance analytics or asset management essential.
Technical Skills
- Knowledge of performance attribution methodologies including Brinson and factor-based approaches.
- Knowledge of risk metrics including tracking error correlation beta and duration.
- Experience across multiple asset classes and complex financial instruments.
- Proficiency with Structured Query Language (SQL) Microsoft Excel and databases.
Soft Skills
- Strong quantitative and analytical capabilities.
- High attention to detail and data accuracy.
- Ability to synthesize complex data into actionable insights.
- Effective written and verbal communication skills.
- Proactive mindset focused on continuous improvement.
Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment in the United States.
Franklin Templeton offers employees a competitive and valuable range of total rewards monetary 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 / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $110000 - $140000 depending on location and level of relevant experience.
#MIDSENIORLEVEL
At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical dental and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
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.
Required Experience:
Senior IC
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