At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
About The Department
The Investment Performance & Attribution team delivers critical analysis and reporting on portfolio performance, attribution and risk. Team members collaborate with risk managers, investment analysts, and investment professionals to ensure accurate, timely insights. Working here means joining a technically skilled group focused on continuous improvement and supporting key business decisions related to Multi Asset attribution helping drive our strategic vision for the capability.
How You Will Add Value
- You will serve as a subject matter expert in performance and attribution analysis.
- You will validate attribution ensuring consistency with portfolio positioning and market movements.
- You will resolve discrepancies and address data issues affecting reporting and attribution.
- You will interpret attribution results across complex strategies with a clear understanding of expected sources of return.
- You will identify, investigate, and resolve attribution anomalies or errors, providing meaningful quality control and value-added validation to the attribution process.
- You will manage both routine processes and deliverables, along with ad-hoc requests from internal stakeholders and external clients.
- You will prepare, present, and confidently stand behind monthly performance attribution in discussions with portfolio managers and investment teams.
- You will act as a key liaison between investment teams and analytics, ensuring attribution outputs are accurate, transparent, and actionable.
- You will lead projects to support the team’s capabilities that will enhance and streamline current practices.
- You will re-engineer workflows for outdated/inefficient operations and propose innovative solutions.
What Will Help You Be Successful In This Role
- Bachelor’s degree in finance, math, or related field
- 10+ years in performance attribution, risk analytics, or portfolio analytics
- Experience with multiple attribution models and platforms (FactSet, Aladdin, BBG Port, MSCI, Barra, Axioma, or similar)
- Ability to translate complex attribution results into clear, investment-relevant insights.
- Ability to perform financial/mathematical calculations & analysis using MS Excel, Power BI, Alteryx, Python & relevant process automation tools.
- CFA or FRM pursuit is a plus
- Strong communication skills and the confidence to engage directly with portfolio managers and senior investment professionals.
- Ability to work independently and under pressure
- Skill in organizing, prioritizing, and coordinating tasks
- Strong attention to detail
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 $155,000 - $175,000 depending on location and level of relevant experience, plus discretionary bonus.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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 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 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- 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 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.
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.
