Senior Investment Risk Analyst

Recruiter
Franklin Templeton
Location
Mexico City (MX)
Salary
Negotiable
Posted
14 Nov 2021
Closes
14 Dec 2021
Industry Sector
Consulting Firm
Employment Type
Full Time
Education
Bachelors

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

Please submit resume in English What is the Investment Risk Management Team responsible for?

Main responsibilities include portfolio construction, risk measurement, risk ana lysis, risk advisory, performance attribution, performance appraisal. The main goal of these activities is to provide insights in an unbiased and independent manner, while being integrated in the investment process.

What is the Senior Investment Risk Analyst responsible for?

The Senior Investment Risk Analyst works directly with Portfolio Managers and Research Analysts on value-added analysis to understand sources of risk, questions around portfolio construction, and other analysis as required. Responsibilities include analysis, conducting periodic (monthly, quarterly) CIO and fund board review meetings and monthly review meetings with portfolio managers, risk consulting, value-added projects, advising on technical issues related to risk systems and data, and coordination and collaboration across functional teams.

 

  • Partners with Risk Analysts and other members of the Risk team to develop, implement and manage, on an ongoing basis, the process of providing portfolio risk and performance information and insights.
  • Identifies the drivers and detractors of performance and communicates the output of performance attribution analyses to investment teams and other stakeholders.
  • Satisfies local business regulatory risk obligations and functions as main point of contact during risk audits.
  • Acts as a subject matter expert during client meetings, and for inquiries from clients, Fund Boards, Sales & Marketing, and regulatory/legal/compliance teams regarding performance, exposures, portfolio characteristics and risk of covered strategies.

What ideal qualifications, skills and experience would help someone to be successful?

  • Reporting to a Director, the ideal candidate will have prior experience with Fixed Income securities and derivatives. The ideal candidate will also have strong analytical skills and investment risk and performance experience. Excellent organization, communication, and a diligent approach to problem solving are required. A willingness to dive into detail, as well as oversee and guide processes and small- to medium-sized projects is necessary in this role.
  • Bachelor's degree, preferably in finance, math or other quantitative discipline required; progress towards, or completion of, CIPM, FRM, CFA, or MBA, Masters preferred
  • More than 5 years of experience in investment risk management, portfolio management and/or with portfolio analysis (including some quantitative analysis) in the Mutual Fund/Financial Services Industry
  • Strong quantitative skills
  • Strong verbal and written communications skills, as well as a highly proactive and energetic client service focus
  • Advanced knowledge of statistical theory and a good understanding of financial instruments and markets
  • A thorough understanding of multi-asset class performance and risk, which entails a clear understanding of analytic calculations around derivatives instruments at the security and portfolio levels
  • Experience communicating complex financial topics with the ability to successfully articulate quantitative concepts to audience(s) unfamiliar with those same concepts

What technology skill sets are critical to the success of this role?

  • Expertise in sourcing and manipulating security and portfolio data using source systems and tools such as Excel, VBA, SQL, R, Python, etc.
  • Experience with Bloomberg PORT and BarraOne preferred

What makes Franklin Templeton Investments unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values , and is an important element of how we achieve success.

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