Investment Analyst

3604 https://fti.taleo.net/careersection/2/jobdetail.ftl?job=830303&tz=GMT-06%3A00&tzname=Investment Risk Analyst - EquitiesUnited States-California-San Mateo Welcome. You are not signed in. | | This service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes. You have been signed out. This service is set to sign out after {0} minutes of inactivity.

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Job Description - Investment Risk Analyst - Equities (830303) Job Description Investment Risk Analyst - Equities - 830303
At Franklin Templeton, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 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.

The Investment Risk Analyst will work with members of the Investment Risk Management Group (aka "Risk") team to analyze portfolio risk and performance for domestic and international equity funds. This position will liaise with other Risk teams as well as with key clients including Risk Managers/Consultants, Investment Analysts/Managers, Client Services and Marketing.

• This role supports equity and balanced investment strategies so the ideal candidate will have prior experience with equity 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 size projects is necessary in this role.

What are the ongoing responsibilities of the Investment Risk Analyst?

• Review portfolio attribution, risk statistics and performance by analyzing the accuracy and quality of the underlying data.
• Identify and resolve data issues impacting risk reporting, characteristics, attribution and performance.
• Provide commentary for portfolio attribution and performance.
• Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.
• Maintain performance, composite and/or benchmark information.
• Review automated validation controls and complete issue resolution processes, as needed.
• Respond to ad-hoc requests for risk statistic, characteristic and performance information.
• Remain current on risk and performance related trends, topics and issues.

What ideal qualifications, skills & experience would help someone to be successful?
Requirement:

• 1.5+ years of Investment Risk Analysis and Performance experience in the mutual fund / investment industry; portfolio risk consulting, investment performance.
• Bachelor's degree, preferably in finance, math or other quantitative discipline.
• Progress toward or completion of CIPM, FRM, CFA, or MBA a plus.
• Experience with FactSet and BarraOne.
• Strong verbal and written communications skills, as well as a highly proactive and energetic client service focus.
• Strong quantitative skills.

Other:

• Strong knowledge of statistical theory and a good understanding of financial instruments and markets.
• A solid understanding of equity class performance and risk. This 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.
• Experience consulting with financial professionals, including Portfolio Managers, preferred.
• Thorough understanding of database functionality and enterprise information systems.
• Ability to work independently, think out-of-the-box and provide analysis and recommendations with credibility and confidence.
• 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.
• This position will be based in San Mateo, California.

What makes Franklin Templeton 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 -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include: *Only applicable at certain locations 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 . An emphasis on corporate citizenship is embedded in our , and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, , and see what it means to say, "I AM Franklin Templeton". Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at to learn more about our company and our career opportunities. #LI-US #ASSOCIATE

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 75% 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*

Job Function : Investment Risk Primary Location : United States-California-San Mateo Schedule : Full-time Job Posting Date : Sep 3, 2019, 5:19:43 PM
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