Investment Risk Performance
1 week ago
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What is the Senior Analyst - Investment Risk Performance responsible for?
The primary function of this position is to analyze and provide commentary on portfolio performance, characteristics, weights, attribution and risk statistics. This position is a key liaison with other RISK teams as well as with key clients including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers as well as various compliance and legal teams.
What are the ongoing responsibilities of Senior Analyst - Investment Risk Performance Position?
Review portfolio performance, attribution and risk by analyzing the accuracy and quality of the underlying data.
Perform data validation, exception processing and security modeling to improve data coverage and to ensure accuracy of reporting.
Provide commentary for performance, attribution and risk statistics.
Identify and resolve complex data issues impacting performance, attribution and risk reports.
Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.
Create and run non-standard reports and queries.
Review accounts to ensure inclusion in the proper composite per GIPS and FT policies.
Review automated validation controls and complete issue resolution process.
Manage inflow, review and distribution of requests.
Provide performance and investment risk consulting services to key clients.
Respond to, both verbally and in writing, risk and performance questions from internal and external sources.
Prepare and analyze risk and portfolio reports to ensure they meet regulatory and client requirements.
Ensure department polices, procedures and processes adhere to current GIPS Performance Presentation Standards.
Represent functional team and lead project activities.
Remain current on performance related trends, topics and issues.
What ideal qualifications, skills & experience would help someone to be successful?
4 or more years relevant work experience in the Mutual Fund/Financial Services Industry.
Experience developing an effective portfolio and/or investment risk/performance management process.
Advanced level understanding of statistical theory and/or financial instruments and markets.
Experience using FactSet and other accounting, performance and attribution software.
Bachelor's degree in finance, math or other quantitative discipline.
MBA or Master's degree in finance, math or other quantitative discipline.
Progress towards CFA, FRM or CIPM.
Investment performance, investment operations or fund accounting experience.
Experience communicating complex financial topics to highly and less technnical people.
Programming skills in Python, SQL, PowerBI or another current language.
Advanced knowledge of Performance & Performance Attribution
Advanced knowledge of statistical calculations
Advanced knowledge of financial instruments and markets
Knowledge of source systems for data and ability to verify for accuracy
Excellent verbal and written communication skills
Microsoft Office:
Access: Intermediate
Excel: Advanced
Ability to work independently
Ability to organize and prioritize workflow and to coordinate the work of others
Ability to maintain updated knowledge of procedures, products and activities of assigned area
Ability to perform multiple tasks in a fast-paced, team environment
Recognizes and communicates potential issues impacting the organization
Effectively applies consultation skills to solve problems independently.
Makes decisions with limited impact on own work and possibly the work of others.
Oversees the development of solutions to a variety of business issues and ensures the solutions are consistent with organizational objectives.
Work is performed under general direction; participates in determining objectives of assignment; work is reviewed for adequacy in meeting objectives
Ability to hear and speak to employees and outside business associates on the phone and in person
Ability to sit for long hours at a time
Ability to see the letters and numbers on a personal computer screen and on memos, reports and other documents (near vision)
Ability to read small print typically found in contracts (near vision)
Requires moderate right and left hand coordination for the use of the typewriter and/or personal computer
Ability to maintain a professional image
Work Shift Timings - 4:30 PM - 1:30 AM IST
What makes Franklin Templeton Investments unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents) Life insurance for protection of employees’ families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) Onsite fitness center, recreation center, and cafeteria Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campusFranklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.
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