Senior Analyst-Investment & Risk

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together.

We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

The Performance, Risk, and Attribution Team is responsible for delivering analytical insights that inform investment decisions, support effective risk management, and reinforce client trust. The team collaborates with portfolio managers, investment professionals, and key business stakeholders to evaluate performance outcomes, interpret attribution results, and drive improvements in data integrity and reporting processes. A primary focus of the team is managing and fulfilling large-scale information requests from across the firm, including RFPs, DDQs, investment analyses, and other specialized ad hoc reporting needs.

As a highly visible function, the team provides broad exposure to senior leadership and strategic initiatives while offering meaningful opportunities to expand investment, analytical, and technical capabilities in a collaborative environment.

• You will create custom analyses and reporting for client, business, and investment requests.
• You will analyze across funds, portfolios, and reporting periods, completing large RFPs, DDQs, and Ad Hoc data requests.
• You will execute performance measurement and attribution analysis across asset classes.
• You will deliver fund-level analytics to stakeholders throughout the organization.
• You will partner with portfolio managers to explain performance and risk outcomes.
• You will analyze fund characteristics, holdings, and asset-level information.
• You will maintain automated templates and reporting solutions.
• You will produce and review recurring risk and performance reports.
• You will investigate and resolve data quality and performance issues.
• You will support process automation and workflow improvements.
• You will monitor industry developments, regulations, and risk methodologies.
• You will lead complex analytical initiatives and support key business relationships.

• Bachelor’s degree in Finance, Economics, or related discipline
• Advanced degree preferred
• 5+ years of experience in investment risk, performance analytics, or asset management essential

• Knowledge of performance attribution methodologies, including Brinson and factor-based approaches
• Knowledge of risk metrics, including tracking error, correlation, beta, and duration
• Experience across multiple asset classes and complex financial instruments
• Proficiency with Structured Query Language (SQL), Microsoft Excel, and databases

• Strong quantitative and analytical capabilities
• High attention to detail and data accuracy
• Ability to synthesize complex data into actionable insights
• Effective written and verbal communication skills
• Proactive mindset focused on continuous improvement

Applicants for employment must have work authorization that does not now, or in the future, require sponsorship of a visa for employment in the United States.

Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non-monetary, designed to support their well-being and…