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!
FP&A Investment Management Support is part of the broader FP&A organization. This highly visible, strategic team partners closely with departments across the firm to improve financial transparency, explain performance drivers, and enable data‑driven decision‑making across the Investment Management teams.
This dynamic role embodies and demonstrates Franklin Templeton’s values of putting clients first, building strong partnerships, delivering high‑quality results, and operating with integrity.
The Senior Revenue Analyst is responsible for Effective Fee Rate (EFR) analysis and building the data foundation required to understand and explain revenue behavior. This is not a traditional FP&A role focused on budgeting and forecasting. Instead, it is a deeply analytical, technology‑leaning position centered on large datasets, identifying trends and anomalies, and building scalable tools and frameworks to support ongoing revenue analysis.
This role is ideal for someone who enjoys solving ambiguous problems, working deep in data, and building analytical solutions rather than relying on manual processes.
Own end‑to‑end Effective Fee Rate (EFR) analysis, including identifying key drivers, trends, and anomalies across products, strategies, and investment managers.
Build and maintain financial models, dashboards, and visualizations to effectively communicate trends and key performance indicators. Design and develop analytical tools to support revenue variance calculations, EFR diagnostics, and issue identification.
Work extensively with large, complex datasets, developing repeatable and scalable analytical approaches.
Lead and support product revenue and attribution initiatives and cross‑functional projects to improve revenue transparency, strengthen financial reporting, and support timely business decision‑making.
Analyze and explain revenue variances by performing root‑cause analysis and identifying underlying data, system, or process drivers.
Identify, track, and help remediate incorrect or inconsistent revenue postings in partnership with Accounting, Technology, and upstream data owners.
Serve as a business partner by communicating complex financial concepts with clarity and appropriate context.
Continuously improve revenue analytics through automation, enhanced tooling, and improved data structures.
Support management reporting by clearly communicating EFR drivers, risks, and emerging issues.
The ideal candidate is a strong analytical thinker who enjoys working deep in data, solving ambiguous problems, and building tools rather than relying on manual processes.
Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related analytical field
3–6 years of experience in FP&A, corporate finance, or similar analytical roles
Strong experience working with large datasets and complex data models
Demonstrated ability to identify trends, explain variances, and perform root‑cause analysis
Experience designing or building analytical tools, models, or dashboards
Advanced proficiency in Excel, Power BI (or similar data visualization tools), and financial modeling
Experience with financial systems or data platforms (e.g., Workday, Adaptive, or equivalent tools) is a plus
Technology‑forward mindset with an interest in automation and scalable solutions
Strong communication skills with the ability to explain complex analytical findings to non‑technical stakeholders
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 $100,400-$130,300 in our posting depending on level of relevant experience, plus discretionary bonus.
#LI-Hybrid
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.