Investment Risk Performance Specialist

1 month ago

Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time
Senior Analyst - Investment Risk Performance

At Franklin Templeton, we strive to deliver exceptional client outcomes by partnering closely with our clients and identifying tailored solutions to meet their strategic needs. Our team of over 9,500 employees across 30 countries is dedicated to providing investment solutions to clients in more than 155 countries.

Key Responsibilities:
  • Analyze and provide commentary on portfolio performance, characteristics, weights, attribution, and risk statistics.
  • Act as a key liaison with other RISK teams and key clients, including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers, and various compliance and legal teams.
Ongoing Responsibilities:
  • Review portfolio performance, attribution, and risk by analyzing the accuracy and quality of underlying data.
  • Perform data validation, exception processing, and security modeling to improve data coverage and 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 policies, procedures, and processes adhere to current GIPS Performance Presentation Standards.
  • Represent the functional team and lead project activities.
  • Remain current on performance-related trends, topics, and issues.
Requirements:
  • 4 or more years of 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 technical 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.

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit our website to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a diverse and inclusive 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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