Assoc Analyst-Inv Perf

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world

What is the FTS-Performance & Risk Reporting team responsible for?

FTS-PARR team acts as the SME for all ex-post performance & risk reporting & is primarily responsible for delivery of custom and manual reports to various teams across all time zones, such as Client Services, RFP, DDQ, Sales/Marketing, Commentary, Product, Portfolio Management & Investment Risk.

What are the ongoing responsibilities of an Associate Analyst – Performance& Risk?

The primary function of this position is to perform various tasks related to the production & distribution of Portfolio & Benchmark performance, attribution, risk statistics, characteristics, & weights reports for traditional asset classes like Equity, Fixed Income, Multi-Asset as well as private equity. The individual will work under minimal supervision. Candidate will be a key resource in process improvement & building strong relationships with client teams, data providers & data users, etc.

Run standard reports & respond to ad-hoc requests via manual/automated process by set SLA date.

Identify & resolve low complexity data issues impacting performance, risk, characteristics & attribution reporting.

Maintain performance, composite & benchmark information, process documents & reference files.

Be the point of contact for team issues, resolutions & system issues.

In addition to traditional asset classes, candidate will be expected to support the performance reporting of various private equity business by maintaining databases, review custodian statements, and manual IRR calculations.

Provide necessary system support for Newly incepted client accounts, proofread onboarding documents & coordinate with various teams for the relevant requirements.

What qualifications, skills & experience would help someone to be successful?

Bachelors / Master's degree

2+ years relevant work experience in Performance & Risk Analysis/Reporting in relevant industries, such as Mutual Fund/Financial Services Industry, Investment Banking, etc.

Experience using financial/Performance & Risk management application/software like Factset, Bloomberg PORT (Previously Barclay’s POINT), Morningstar, MSCI BarraOne, etc.

Ability to perform financial/mathematical calculations (or analysis) using MS Excel, MS Access & Power BI, etc.

Knowledge of financial instruments. Markets & analytical understanding.

Ability to work under pressure, perform multiple tasks in a fast-paced, team environment, organize & prioritize workflow.

Strong verbal & written communication skills.

Work Shift Timings - 2:00 PM – 11:00 PM IST

Experience our welcoming culture and reach your professional and personal potential

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

 
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

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)

Annual recognition programme

Volunteer services and paid time off for volunteering

12 weeks Paternity leave

Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city

Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.