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!
OSAM is hiring a Senior Performance Analyst to join the team. The position location will ideally be Stamford, CT, or New York City with a hybrid work schedule available.
What are the responsibilities of the Performance Team?
The Performance team at OSAM is responsible for GIPS compliance as well as timely and accurate performance reporting and related analytics for all accounts and strategies. The team also works to provide valuable insights to clients to explain account performance and demonstrate the firm’s value-add. This position entails creating new composites, ensuring GIPS compliance, and assisting with the annual GIPS verification. The ideal candidate is highly analytical with strong problem-solving skills and proficiency in SQL. A background of 5+ years in investment performance analysis, including GIPS standards and various investment products, is required.
What are the ongoing responsibilities of a Senior Performance Analyst:
- Ensuring firmwide GIPS compliance and annual GIPS Verification
- Creating composites for new products (including leverage, derivatives, alternatives, etc.)
- Enhancing capabilities to scale a business with a rapidly growing account and asset base. Potential to add upwards of 100 composites in the next year.
- Performance reporting across all accounts and strategies on a monthly and quarterly basis
- Facilitating documentation of policies and procedures
- Liaising with marketing to create relevant marketing materials for strategies in a timely manner and develop new materials for new products
- Developing and maintaining new and existing metrics and tools to support marketing, sales, and client service teams
- Ensuring integrity of data on Client Performance Portal
- Supporting standard industry and proprietary attribution analysis and reporting
- Handling ad hoc requests for performance related information
- Support development and execution of team roadmap to ensure initiatives and activities are aligned with broader organization and driven to successful completion
What ideal qualifications, skills & experience would help someone to be successful?
- 5+ years in an investment performance analyst/management role, ideally working with an array of investment products (equity, fixed income, multi-disciplinary accounts, options overlays, long/short, alternatives, etc.)
- Expertise in GIPS and experience developing processes to ensure GIPS compliance as well as increase operational efficiencies
- The ideal candidate is highly analytical and process-oriented with knowledge of GIPS and a strong understanding of investment performance analytics. Adept at problem solving and delivering in a timely manner.
- History in direct indexing and tax managed performance calculations preferred
- Understanding of investment performance calculations for a variety of products
- Strong analytical, mathematical, and problem-solving skills
- Client service focused
- High level of attention to detail
- Programming capabilities in SQL. Other programming knowledge, such as C#, and Python a bonus. Understanding of or familiarity with Object-Oriented Programming concepts a bonus
- Bachelor’s degree in finance, economics, math, or related analytical discipline or equivalent experience
- CFA or CIPM designations a plus
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $105,400 - $124,100, depending on location and level of relevant experience, plus discretionary bonus.
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.
Hear more from our employees
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 your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights Of Our Benefits Include
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Reimbursement for certain education expenses
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
- Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
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 or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment 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.
