Analyst / Senior Analyst - Investment Performance & Risk
Risk Management & Compliance
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Job Description
Role & responsibilities
Performance & Attribution team provides expert analysis on performance, attribution, risk statistics, and holdings data. This global team ensures accurate reporting and system integrity while collaborating with stakeholders across time zones, including Portfolio Managers, Client Services, Sales, and Risk teams. Joining this team offers exposure to cross-functional projects, advanced analytics tools, and opportunities to drive impactful process improvements.
How You Will Add Value
- You will review portfolio performance and risk data for accuracy.
- You will validate data and resolve exceptions to improve reporting quality.
- You will provide clear commentary on performance and risk metrics.
- You will identify and resolve complex data issues impacting reports.
- You will ensure timely delivery of reports to clients and systems.
- You will create and run custom reports and queries.
- You will review accounts for compliance with GIPS and firm policies.
- You will manage client requests and provide risk consulting services.
- You will respond to performance and risk inquiries promptly.
- You will prepare reports to meet regulatory and client standards.
- You will lead projects and represent the team in cross-functional initiatives.
Preferred candidate profileExperience, Education & Certifications:
- Degree in Finance or Business; CIPM, CFA, or FRM preferred.
- 5+ years in performance and risk reporting in financial services.
- Strong background in investment risk and performance management.
Technical Skills:
- Proficiency in FactSet, Bloomberg PORT, Morningstar, and similar tools.
- Strong skills in Excel, Power BI, Alteryx, Python, and automation.
- Deep understanding of financial instruments and benchmarks.
Soft Skills:
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and stakeholder management skills.
NOTE :
Please note that this is Contractual role for 1yr extended depends on the performance
Skills
Performance AttributionBloombergFactsetRiskPerformance AnalysisClient ReportingPerformance ReportingAttributionComplianceFrmRegulatoryRisk ReportingRisk ConsultingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Franklin Templeton is a renowned global investment management firm dedicated to helping investors achieve their financial goals. With a legacy spanning decades, Franklin Templeton offers a wide range of investment solutions, including mutual funds, ETFs, and retirement planning services. Through Franklin Templeton Careers, the company provides rewarding opportunities for professionals seeking impactful careers in finance. From portfolio management and research to client services and operations, Franklin Templeton fosters a collaborative and inclusive work environment where employees can grow and thrive. Joining Franklin Templeton means becoming part of a dedicated team committed to delivering exceptional investment solutions and empowering clients worldwide to achieve financial success.
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