At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What are the ongoing responsibilities of Investment Risk Performance - Analyst?
The primary function of this position is to support performance attribution and related activities on portfolio performance and characteristics. This position is a key liaison with the Risk teams as well as with key clients including Global Advisory Services, Investment Analysts/Managers, Marketing as well as various operational teams.
Responsibilities:
Performance Attribution Analysis:
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Support the firm’s standard attribution reporting process – validate data, manage exceptions, escalate material issues.
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Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.
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Develop an understanding of various investment strategies while remaining aware of market conditions
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Provide insight into performance, attribution, and risk statistics.
Client Support:
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Provide performance attribution insights to the organization.
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Respond to, both verbally and in writing, attribution questions from internal and external sources.
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Contribute to project activities and process improvement initiatives
What ideal qualifications, skills & experience would help someone to be successful?
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Bachelor's degree in finance, math or other quantitative discipline.
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2-4 or more years relevant work experience in the Mutual Fund/Financial Services Industry.
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Strong understanding of financial instruments and markets.
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Experience using financial/attribution application/software.
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Understanding of investment performance and performance attribution theories and methodologies.
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Experience using external attribution applications such as Factset or Bloomberg PORT preferred.
Additional desirable qualifications:
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Progress towards CIPM or CFA
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Investment performance, investment operations or fund accounting experience.
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Programming skills, knowledge of SQL and PowerBI
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of
Total Rewards
—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
- Possibility to develop your career in a global environment
- Attractive location in the center of Poznań (New Market)
- Private Healthcare and Life Insurance
- Office gym
- MultiSport Program or MultiSport Cafeteria
- Investment Programs
- Learning resources (LinkedIn Learning, online and in-person trainings)
- Recommendation program (Employee Referral Network)
- Friendly and supportive working environment
- Participation in international projects
- Possibility to lead or support charity events
- Onsite kindergarten and creche
- Onsite canteen, discounted prices
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and
supporting our communities
. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around
Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.
Franklin Templeton is committed to fostering a
diverse and inclusive
environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to
accommodations@franklintempleton.com
. In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.
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