Investment Risk Manager - Fixed Income

Franklin Templeton; San Mateo (CA); Hybrid; USD 180,000 - 190,000; Full time

Benefits offered by this job

Three weeks PTO

Health coverage

401(k) match

Employee stock plan

LEAP education aid

Investment benefits

Job summary

Franklin Templeton in San Mateo is seeking a seasoned Investment Risk professional to oversee the implementation and analysis of quantitative risk models for fixed income assets.

You will monitor portfolio risk, deliver regular risk reviews, conduct independent research on risk and return sources, and collaborate with investment teams and clients to translate insights into actionable strategies.

Qualifications

• Quantitative undergrad (Engineering, Mathematics, Physics, etc.) with an MBA or PhD in Economics, Finance, or a related field
• Five to seven years minimum of experience in quantitative analysis or risk management within the financial services industry is essential

Responsibilities

• Oversee the implementation and analysis of quantitative risk models for fixed income assets
• Monitor portfolio risk and deliver regular risk reviews
• Conduct independent research on risk and return sources
• Integrate research insights into investment strategies
• Partner with client service, portfolio management, and external clients on quantitative topics
• Communicate complex concepts to cross-functional teams

Skills

Risk modeling

Excel/VBA/SQL/Python/R

AI in analysis

Communication

Education

Quantitative undergrad

MBA or PhD

Tools

Aladdin

Bloomberg

Yield Book

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.

HYBRID schedule of 3 days weekly in our San Mateo, Boston, or New York office

About The Department

Our Investment Risk team safeguards the quality and performance of the firm's fixed income strategies by providing quantitative insights, independent analysis, and forward-looking risk guidance. The group includes specialists in modeling, portfolio analytics, and financial markets who work collaboratively with investment teams across asset classes. Joining this team gives you the opportunity to influence portfolio construction, strengthen decision making, and shape tools that support long-term investment excellence.

How You Will Add Value

• You will oversee the implementation and analysis of quantitative risk models for fixed income assets.
• You will monitor portfolio risk and deliver regular risk reviews.
• You will conduct independent research on risk and return sources.
• You will integrate research insights into investment strategies.
• You will partner with client service, portfolio management, and external clients on quantitative topics.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• Quantitative undergrad (Engineering, Mathematics, Physics, etc.) with an MBA or PhD in Economics, Finance, or a related field
• Five to seven years minimum of experience in quantitative analysis or risk management within the financial services industry is essential

Technical Skills

• Expertise in risk factor modeling and platforms such as Aladdin, Bloomberg, and Yield Book
• Proficiency with Microsoft Excel, VBA, SQL, Python, R, or similar analytical tools
• Proficiency using AI to assist in analysis and research a plus

Soft Skills

• Strong written and verbal communication skills are important
• Ability to explain complex concepts to nontechnical audiences
• Collaborative mindset and comfort working with cross-functional teams

Applicants for employment must have work authorization that does not now, or in the future, require sponsorship of a visa for employment in the United States.

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 / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $180,000 - 190,000 depending on location and level of relevant experience.

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

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.