Investment Performance - Analyst

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 that's 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 primary function of this position is to support performance attribution and related activities on portfolio performance and characteristics. This position is a key liaison with the Risk teams as well as with key clients including Global Advisory Services, Investment Analysts/Managers, Marketing as well as various operational teams.

What are the ongoing responsibilities of an Investment Performance - Analyst?

Performance Attribution Analysis:

• Support the firm's standard attribution reporting process - validate data, manage exceptions, escalate material issues.
• Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.
• Develop an understanding of various investment strategies while remaining aware of market conditions
• Provide insight into performance, attribution, and risk statistics.

Client Support:

• Provide performance attribution insights to the organization.
• Respond to, both verbally and in writing, attribution questions from internal and external sources.
• Contribute to project activities and process improvement initiatives

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

• Bachelor's degree in finance, math or other quantitative discipline.
• 2-4 or more years relevant work experience in the Mutual Fund/Financial Services Industry.
• Strong understanding of financial instruments and markets.
• Experience using financial/attribution application/software.
• Understanding of investment performance and performance attribution theories and methodologies.
• Experience using external attribution applications such as Factset or Bloomberg PORT preferred.

Additional desirable qualifications:

• Progress towards CIPM or CFA
• Investment performance, investment operations or fund accounting experience.
• Programming skills, knowledge of SQL and PowerBI

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation 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.