AI-Driven Quantitative Analyst – Portfolio Analytics

Franklin Templeton; Lincoln (MA); Hybrid; USD 160,000 - 185,000; Full time

Benefits offered by this job

Annual bonus

401(k) match

Healthcare options

Employee stock program

Job summary

Fiduciary Trust International, owned by Franklin Templeton, seeks a Senior Quantitative Analyst in Quantitative & Risk Analytics to support portfolio analytics, AI-enabled modernization, and scalable analytics for portfolio managers and investment researchers. Hybrid work options in Greater Boston Lincoln, MA or New York City with onsite 3 days per week.

The role requires 6–8 years in investment analytics, strong Python/SQL skills, and a quantitative degree; familiarity with FactSet, Bloomberg,

Qualifications

• Bachelor’s degree in a quantitative field.
• 6–8 years of experience in investment analytics, quantitative research, risk, or portfolio analytics.
• Strong programming skills in Python; translate analysis into production-quality code.
• Strong data skills with SQL and large real-world datasets; build repeatable workflows.
• Strong Excel skills, including complex workbooks and VBA.
• Knowledge of multi-asset investing and risk concepts.
• Familiarity with modern software engineering practices (Git, testing, documentation).
• Excellent attention to detail and ability to manage multiple priorities.

Responsibilities

• Serve as primary quantitative partner for Portfolio Management and Investment Research—triaging and resolving analytical questions.
• Maintain, validate, and enhance portfolio and risk analytics (risk decomposition, factor exposures, scenario testing, attribution, forecasting).
• Analyze portfolio, risk, and market data to identify drivers of performance and communicate insights to stakeholders.
• Own and maintain data pipelines and quality controls for quantitative models; implement data-quality checks and reconciliation.
• Design and implement quantitative analytics in Python and SQL—from exploration to production workflows.
• Support quarterly investment analysis and reporting with reproducibility and clear linkage between data, models, and conclusions.
• Contribute to quant research projects including Strategic Asset Allocation: data prep, simulation, backtesting, scenario analysis, results presentation.
• Evaluate and integrate AI-enabled capabilities with controls, validation, and documentation.

Skills

Python

SQL

Excel/VBA

Data analytics

Portfolio analytics

Risk analytics

Git/version control

Communication with stakeholders

Education

Bachelor’s degree in a quantitative discipline

Tools

FactSet

Bloomberg

Tableau/Power BI

AWS/Azure/Snowflake

Python-based visualization

Job description

Fiduciary Trust International, owned by Franklin Templeton, seeks a Senior Quantitative Analyst in Quantitative & Risk Analytics to support portfolio analytics, AI-enabled modernization, and scalable analytics for portfolio managers and investment researchers. Hybrid work options in Greater Boston Lincoln, MA or New York City with onsite 3 days per week.

The role requires 6–8 years in investment analytics, strong Python/SQL skills, and a quantitative degree; familiarity with FactSet, Bloomberg,