Client Reporting Analyst: Data-Driven Insights & Automation

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

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.