Senior Analyst - Investment Performance & Risk

Franklin Templeton; Fort Lauderdale (FL); On-site; USD 95,000 - 112,000; Full time

Benefits offered by this job

PTO 3 weeks

Health insurance

401(k) with company match

ESIP

LEAP education assistance

Employee investment benefits

Job summary

Franklin Templeton in Fort Lauderdale is seeking a Senior Performance & Attribution professional to lead analytics, validate data, and support reporting across global teams. You will review performance, attribution, and risk metrics while ensuring data quality and timely delivery.

The role involves collaboration with Portfolio, Client Services, and Risk teams, with exposure to diverse asset classes and automation opportunities. Onsite schedule supports 7:30 am–4:30 pm EST, Tue–Thu in Ft.

Qualifications

• Bachelor’s or Master’s degree in Finance or Business.
• CIPM, CFA, or FRM certifications preferred.
• 5+ years in performance, attribution and risk reporting.
• Experience within Mutual Funds/Asset Management industry.

Responsibilities

• Serve as SME in performance and attribution analytics.
• Review portfolio performance, attribution and risk analytics.
• Analyze underlying data accuracy and quality.
• Maintain and validate reports and ad hoc requests.
• Adhere to service level agreement dates.
• Validate Fund Board Reports and governance controls.
• Coordinate report delivery across global teams.

Skills

Data analysis

Attention to detail

Communication

Team collaboration

Education

Bachelors/Masters in Finance/Business

Tools

Bloomberg PORT

FactSet

Morningstar

Lipper

MSCI BarraOne

Excel

Power BI

Alteryx

Python

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’s success.

About The Department

The Performance & Attribution team acts as the SME for Board Reporting, Performance, Attributions, ex-post Risk Statistics and relevant Holdings-based information. The team is primarily responsible for maintaining systems, data flows, delivery of customized automated and manual reports, and liaising with teams across global time zones, including Portfolio/Product Managers, Client Services, RFP, DDQ, Sales/Marketing, Commentary, Investment Risk, and institutional onboarding teams. The Performance & Attribution Team offers exposure to global investment strategies, performance measurement, attribution analysis, and client reporting across diverse asset classes. This role provides opportunities to build deep analytical expertise, collaborate with international stakeholders, and drive innovation through automation and process improvements.

How You Will Add Value

Core Responsibilities

• You will serve as a Subject Matter Expert in performance and attribution analytics.
• You will review portfolio performance, attribution and risk analytics.
• You will analyze underlying data accuracy and quality.
• You will perform data validation, exception processing and security modeling.
• You will improve data coverage and reporting accuracy.
• You will maintain, monitor, run and review reports and ad hoc requests.
• You will adhere to Service Level Agreement dates.
• You will validate Fund Board Reports.
• You will review automated validation controls and resolve issues.
• You will review accounts for proper composite inclusion per Global Investment Performance Standard and Franklin Templeton policies.

Strategic Responsibilities

• You will identify and resolve complex data issues with the manager.
• You will support performance, attribution, risk and characteristics reporting.
• You will perform a Business Analyst role across teams.
• You will understand requirements and implement process changes.
• You will coordinate report delivery.
• You will maintain training documents, reference files, activity matrices and systems.
• You will lead project activities, system issues and resolutions.

Team & Collaboration

• You will provide system support for newly incepted institutional accounts.
• You will proofread onboarding documents and coordinate requirements.
• You will lead team members.
• You will participate in cross functional team trainings supporting functional, process and technical aspects.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• Bachelors/Masters degree in Finance/Business.
• Professional certifications CIPM, CFA, FRM preferred.
• 5+ years of experience in performance, attribution and risk reporting.
• Experience within Mutual Funds/Asset Management industry.

Technical Skills

• Experience with Bloomberg PORT, FactSet, Morningstar, Lipper and MSCI BarraOne.
• Ability to perform financial and mathematical analysis.
• Proficiency in Microsoft Excel, Power BI, Alteryx and Python.
• Advanced knowledge of financial securities, markets and analytics.
• Knowledge of mutual funds, separate accounts, composites and benchmarks.

Soft Skills

• Ability to work under pressure in a fast-paced environment.
• Ability to organize and prioritize workflow.
• Strong verbal and written communication skills.Strong negotiation skills.

Work Schedule & Location

7:30 am - 4:30 pm EST, onsite in Ft. Lauderdale, FL office Tuesday, Wednesday & 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 $95,000.00 - $112,000.00, depending on location and level of relevant experience, plus discretionary bonus.

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.