Client Reporting Analyst

Franklin Templeton; New York (NY); On-site; USD 103,000 - 130,000; Full time

Benefits offered by this job

PTO

Health insurance

401(k) match

ESIP

LEAP education assistance

Career development

Job summary

Franklin Templeton’s Global Client Group seeks a Client Reporting Analyst to transform portfolio and benchmark data into accurate, meaningful reporting across equity, fixed income, and other strategies. You’ll work with Technology, Product Management, Investment Management and Operations to deliver proactive analytical support and scalable processes.

You will produce recurring client reports, analyze data, validate outputs, and build solutions using Excel and SQL.

Qualifications

• Bachelor's degree in finance, economics, business, accounting, or related field.
• Experience in investment management, client reporting, analytics, or financial services.
• Knowledge of equity, fixed income, or multi-asset investments preferred.
• Progress toward Chartered Financial Analyst designation is a plus.

Responsibilities

• Produce recurring and ad hoc client portfolio reports.
• Analyze portfolio, benchmark, and market data.
• Validate outputs and investigate data discrepancies.
• Build reporting solutions using Excel, SQL and other tools.
• Support client requests, presentations, commentaries, and special projects.
• Maintain accurate, timely reporting across investment strategies.
• Translate complex data into client-focused insights.
• Improve reporting workflows through automation and AI-enabled capabilities.
• Evaluate processes across investment groups and identify alignment opportunities.
• Support scalable data standards, controls, and reporting practices.
• Partner with Client Service, Relationship Management, and Sales teams.
• Collaborate with Investment, Product, Operations, Risk, and Technology Teams.
• Support stakeholders across regions and investment groups.

Skills

SQL querying

Advanced Excel

Data analysis

Python

Attention to detail

Communication skills

Team collaboration

Education

Bachelor's degree in finance,economics,business,accounting,or related field

Tools

Snowflake

FactSet

Aladdin

Job description

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.

Client Reporting Analyst

Franklin Templeton's Global Client Group connects investment capabilities with clients through coordinated service, reporting, analytics, and sales support. The Client Reporting team transforms portfolio and market data into accurate, meaningful reporting across equity, fixed income, and other investment strategies. You will join a collaborative, evolving global function focused on consistent delivery, scalable processes, and stronger use of data, automation, and technology. The role offers exposure to investment teams, client needs, and reporting transformation, with opportunities to build knowledge applicable to product, portfolio analytics, investments, and client service.

What are the ongoing responsibilities of a Client Reporting Analyst?

As a Client Reporting Analyst, your focus will be analyzing portfolio and benchmark data to produce insightful reporting that best support our clients’ unique investment needs and objectives. Working in an increasingly automated environment, you’ll deliver proactive analytical and organizational support to our clients and other stakeholders around the firm. You’ll learn about our data model and our business from the ground up by working closely with every department at the organization including Technology, Product Management, Investment Management and Operations. You will play a key role in supporting our clients and participating in departmental initiatives.

How You Will Add Value

Core Responsibilities

• You will produce recurring and ad hoc client portfolio reports.
• You will analyze portfolio, benchmark, and market data.
• You will validate outputs and investigate data discrepancies.
• You will build reporting solutions using Excel, SQL and other tools.
• You will support client requests, presentations, commentaries, and special projects.
• You will maintain accurate, timely reporting across investment strategies.

Strategic Responsibilities

• You will translate complex data into clear client-focused insights.
• You will improve reporting workflows through automation and AI-enabled capabilities.
• You will evaluate processes across investment groups and identify alignment opportunities.
• You will support scalable data standards, controls, and reporting practices.

Teams & Collaboration

• You will partner with Client Service, Relationship Management, and Sales teams.
• You will collaborate with Investment, Product, Operations, Risk, and Technology Teams.
• You will support stakeholders across regions and investment groups.

What You Will Bring

Experience, Education & Certifications

• Bachelor's degree in finance, economics, business, accounting, or related field.
• Experience in investment management, client reporting, analytics, or financial services.
• Knowledge of equity, fixed income, or multi-asset investments preferred.
• Progress toward Chartered Financial Analyst designation is a plus.

Technical Skills

• Strong SQL querying and data analysis capabilities are required.
• Advanced Excel skills, including formulas, lookups, and data validation.
• Experience with Snowflake or similar data platforms strong preferred.
• FactSet experience preferred; Aladdin familiarity is a plus.
• Python, automation, machine learning, or related experience are advantageous.

Soft Skills

• Exceptional attention to detail and investigative problem-solving skills.
• Ability to connect data with meaningful client and business narratives.
• Strong listening, communication, collaboration, and organizational skills.
• Adaptability within evolving processes and an integrated global environment.

This role works from our Pasadena, California or New York, NY office 4 days per week (Monday - Thursday).

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 / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $103,000 - $130,000, depending on location and level of relevant experience, plus a discretionary bonus.

#ASSOCIATE

Highlights Of Our Benefits Include

• 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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.