Senior Analyst-Investment Performance & Risk

Franklin Templeton; Boston (MA); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Paid Time Off

Health Coverage

401(k) with generous match

Employee Stock Investment Plan (ESIP)

LEAP education assistance

Investment benefits

Job summary

Franklin Templeton is seeking a Senior Analyst in Boston to lead performance analytics and risk attribution initiatives. You will collaborate with portfolio managers and investment teams to explain performance outcomes and drive improvements in data accuracy.

Responsibilities include delivering fund-level analytics, supporting large-scale ad hoc reporting, and maintaining automated templates while advancing risk reporting processes.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Advanced degree preferred.
• 5+ years of experience in investment risk, performance analytics, or asset management.

Responsibilities

• Create custom analyses and reporting for client, business, and investment requests.
• Analyze across funds, portfolios, and reporting periods, completing large RFPs, DDQs, and ad hoc data requests.
• Execute performance measurement and attribution analysis across asset classes.
• Deliver fund-level analytics to stakeholders throughout the organization.
• Partner with portfolio managers to explain performance and risk outcomes.
• Maintain automated templates and reporting solutions.
• Produce and review recurring risk and performance reports.
• Investigate and resolve data quality and performance issues.
• Support process automation and workflow improvements.

Skills

Brinson attribution

Factor-based attribution

Risk metrics

Tracking error

Correlation

Beta

SQL

Microsoft Excel

Databases

Education

Bachelor’s degree in Finance/Economics

Advanced degree preferred

Tools

SQL

Databases

Microsoft Excel

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.

This is a HYBRID position which requires 3 days per week in our Boston office.

About The Department

The Performance, Risk, and Attribution Team is responsible for delivering analytical insights that inform investment decisions, support effective risk management, and reinforce client trust. The team collaborates with portfolio managers, investment professionals, and key business stakeholders to evaluate performance outcomes, interpret attribution results, and drive improvements in data integrity and reporting processes. A primary focus of the team is managing and fulfilling large-scale information requests from across the firm, including RFPs, DDQs, investment analyses, and other specialized ad hoc reporting needs. As a highly visible function, the team provides broad exposure to senior leadership and strategic initiatives while offering meaningful opportunities to expand investment, analytical, and technical capabilities in a collaborative environment.

How You Will Add Value

• You will create custom analyses and reporting for client, business, and investment requests.
• You will analyze across funds, portfolios, and reporting periods, completing large RFPs, DDQs, and Ad Hoc data requests.
• You will execute performance measurement and attribution analysis across asset classes.
• You will deliver fund-level analytics to stakeholders throughout the organization.
• You will partner with portfolio managers to explain performance and risk outcomes.
• You will analyze fund characteristics, holdings, and asset-level information.
• You will maintain automated templates and reporting solutions.
• You will produce and review recurring risk and performance reports.
• You will investigate and resolve data quality and performance issues.
• You will support process automation and workflow improvements.
• You will monitor industry developments, regulations, and risk methodologies.
• You will lead complex analytical initiatives and support key business relationships.

Experience, Education & Certifications

What Will Help You Be Successful in This Role

• Bachelor’s degree in Finance, Economics, or related discipline
• Advanced degree preferred
• 5+ years of experience in investment risk, performance analytics, or asset management essential

Technical Skills

• Knowledge of performance attribution methodologies, including Brinson and factor-based approaches
• Knowledge of risk metrics, including tracking error, correlation, beta, and duration
• Experience across multiple asset classes and complex financial instruments
• Proficiency with Structured Query Language (SQL), Microsoft Excel, and databases

Soft Skills

• Strong quantitative and analytical capabilities
• High attention to detail and data accuracy
• Ability to synthesize complex data into actionable insights
• Effective written and verbal communication skills
• Proactive mindset focused on continuous improvement

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 $110,000 - $140,000 depending on location and level of relevant experience.

#MID_SENIOR_LEVEL

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.