Client Reporting & Analytics Specialist (Hybrid, Equity Eligible)

Franklin Templeton; Pasadena (CA); Hybrid; USD 103,000 - 130,000; Full time

Benefits offered by this job

Paid Time Off

Health Coverage

401(k) plan with generous match

Employee Stock Investment Plan (ESIP)

LEAP education assistance

Learning resources

Job summary

Franklin Templeton in Pasadena, CA is seeking a Client Reporting Analyst to transform portfolio data into insightful reports across equity, fixed income, and multi-asset strategies. You’ll analyze data, build reporting solutions with Excel, SQL, and data platforms, and support client requests with proactive analytics in a collaborative, global team.

The role offers hybrid work from our Pasadena or New York offices, a base salary range of $103,000 to $130,000 plus discretionary bonus, and a

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.

Skills

Attention to detail

Analytical thinking

Communication skills

Data storytelling

Education

Bachelor's degree in finance/economics/business/related field

Tools

SQL

Snowflake

FactSet

Aladdin

Python

Job description

Franklin Templeton in Pasadena, CA is seeking a Client Reporting Analyst to transform portfolio data into insightful reports across equity, fixed income, and multi-asset strategies. You’ll analyze data, build reporting solutions with Excel, SQL, and data platforms, and support client requests with proactive analytics in a collaborative, global team.

The role offers hybrid work from our Pasadena or New York offices, a base salary range of $103,000 to $130,000 plus discretionary bonus, and a