Investment Risk Performance

3 months ago

Mumbai, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

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 campus

Franklin 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. 

  • Global Risk

    2 months ago

    Mumbai, India Global Investment Bank Full time

    About the company: Global Investment BankBusiness Unit Overview:The Risk Methodologies Group (RMG) has the mandate to develop / enhance risk models in line with internal and regulatory requirements and to back-test VaR against Hypo and clean PnL. The methodologies side of the group has the critical task of owning all the risk models that are used for...

  • Global Risk

    1 month ago

    Mumbai, India Global Investment Bank Full time

    About the company: Global Investment Bank Business Unit Overview: The Risk Methodologies Group (RMG) has the mandate to develop / enhance risk models in line with internal and regulatory requirements and to back-test VaR against Hypo and clean PnL. The methodologies side of the group has the critical task of owning all the risk models that are used for...

  • Investment Risk Associate

    2 months ago

    Mumbai, Maharashtra, India Nuveen Full time

    Investment Risk Associate - INParticipates in developing and implementing global risk management reports, systems, and processes to support efforts to minimize investment risks from various aspects. Researches investment organizations and business activities while under guidance, to evaluate their risk to exposures; monitors all investment risk management...

  • Investment Analysis

    3 months ago

    Mumbai, India Riverforest Connections Full time

    **Job Profile**: - Risk analysis of securities (eg. equity, government securities, bonds, commercial paper, certificate of deposits etc.) with understanding of accounting / utilization of limits. - Valuation of securities with understanding of discounting. - Co-ordinating with the Front Office dealers for rectification / MIS - Handling data preparation for...

  • Performance & Risk Analytics

    3 months ago

    Mumbai, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Role and Responsibilities - _To function as manager and Senior SME for delivering performance reports, including attribution, contribution, ex-post/ex-ante risk._ - _To support senior analyst implement client change requests and coordinating with right stakeholders to implement technical solutions within the performance systems that meets...

  • Credit Risk Manager

    2 weeks ago

    Mumbai, India Global Investment Bank Full time

    Job Location: MumbaiCompany: A leading Global investment BankAbout the team: The team operates as a credit risk control function within the Risk Management Division, reporting to the CRO. The process for managing credit risk includes:Evaluation of likelihood that a counterparty defaults on its payments and obligations;Assignment of internal ratings to all...

  • Credit Risk Manager

    2 weeks ago

    Mumbai, India Global Investment Bank Full time

    Job Location: MumbaiCompany: A leading Global investment BankAbout the team: The team operates as a credit risk control function within the Risk Management Division, reporting to the CRO. The process for managing credit risk includes:Evaluation of likelihood that a counterparty defaults on its payments and obligations;Assignment of internal ratings to all...

  • Credit Risk

    4 days ago

    mumbai, India A Global Investment Bank Full time

    Job Location: MumbaiCompany: A leading Global investment BankAbout the team:The team operates as a credit risk control function within the Risk Management Division, reporting to the CRO. The process for managing credit risk includes:Evaluation of likelihood that a counterparty defaults on its payments and obligations;Assignment of internal ratings to all...

  • Credit Risk

    6 days ago

    Mumbai, India A Global Investment Bank Full time

    Job Location: MumbaiCompany: A leading Global investment BankAbout the team:The team operates as a credit risk control function within the Risk Management Division, reporting to the CRO. The process for managing credit risk includes:Evaluation of likelihood that a counterparty defaults on its payments and obligations;Assignment of internal ratings to all...

  • Credit Risk

    4 days ago

    Mumbai, India A Global Investment Bank Full time

    Job Location: Mumbai Company: A leading Global investment Bank About the team: The team operates as a credit risk control function within the Risk Management Division, reporting to the CRO. The process for managing credit risk includes: Evaluation of likelihood that a counterparty defaults on its payments and obligations; Assignment of internal ratings to...

  • Credit Risk

    5 days ago

    Mumbai, India A Global Investment Bank Full time

    Job Location: MumbaiCompany: A leading Global investment BankAbout the team:The team operates as a credit risk control function within the Risk Management Division, reporting to the CRO. The process for managing credit risk includes:Evaluation of likelihood that a counterparty defaults on its payments and obligations;Assignment of internal ratings to all...

  • Credit Risk Manager

    7 days ago

    mumbai, India Global Investment Bank Limited Full time

    Job Location: MumbaiCompany: A leading Global investment BankAbout the team:The team operates as a credit risk control function within the Risk Management Division, reporting to the CRO. The process for managing credit risk includes:Evaluation of likelihood that a counterparty defaults on its payments and obligations;Assignment of internal ratings to all...

  • Credit Risk Manager

    7 days ago

    Mumbai, India Global Investment Bank Limited Full time

    Job Location: Mumbai Company: A leading Global investment Bank About the team: The team operates as a credit risk control function within the Risk Management Division, reporting to the CRO. The process for managing credit risk includes: Evaluation of likelihood that a counterparty defaults on its payments and obligations; Assignment of internal ratings...

  • Investment Performance Analysis, Associate 1

    7 days ago

    Mumbai, India State Street Full time

    Who we are looking for:Investment Performance Analysts are stewards for their workstream(s) to facilitate on-time, on-budget delivery of initiatives that realize business outcomes. The candidate will be responsible for day to day the Global Delivery Operations for the investment analytics business functions. This team will report into the Head of...

  • Investment Advisor

    3 months ago

    Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time

    **Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

  • JP Morgan Chase

    2 weeks ago

    Mumbai, India JP Morgan Chase Full time

    Description: - Wealth Management (WM) Investment Risk & Analytics (IR&A) is responsible for the risk oversight of the Managed Strategies from end to end across the WM's Private Bank and Consumer Bank businesses. Managed Strategies included JPMorgan's own proprietary products and third-party funds to include registered funds, exchange traded notes...

  • Associate – DART

    3 months ago

    Mumbai, India JPMorgan Chase & Co. Full time

    We are looking for a Quant expert to assume the responsibility as a model owner. You will join our team to advance our risk methodology creation and validating the capabilities by building analytics toolkit / models. Job Responsibilities: Act as Quant Lead to assume the ownership of in-house risk model to calculate Product Risk Ranking of diverse...

  • Lead Specialist

    2 months ago

    Mumbai, India Marsh McLennan Full time

    Mercer is seeking a candidate for the following position based in our Mumbai office:Lead Specialist – Investments Operational RiskWhat is in it for you?Work with a team of first line risk professionals to support its growing footprint responsible for overseeing, monitoring, reporting and advising the business on in respect of the following areas:Errors and...

  • Lead Specialist

    2 months ago

    Mumbai, India Marsh McLennan Full time

    Mercer is seeking a candidate for the following position based in our Mumbai office:Lead Specialist – Investments Operational RiskWhat is in it for you?Work with a team of first line risk professionals to support its growing footprint responsible for overseeing, monitoring, reporting and advising the business on in respect of the following areas:Errors and...

  • Lead Specialist

    2 months ago

    Mumbai, India Marsh McLennan Full time

    Mercer is seeking a candidate for the following position based in our Mumbai office: Lead Specialist – Investments Operational Risk What is in it for you? Work with a team of first line risk professionals to support its growing footprint responsible for overseeing, monitoring, reporting and advising the business on in respect of the following areas:...