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!
About the Department:
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
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.
Experience, 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
Work Shift Timings - 11:00 AM – 8:00 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.
Highlights of our benefits include:
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)
12 weeks Paternity leave
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
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.