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Head of & Attribution

Job in Chicago, Cook County, Illinois, 60601, USA
Listing for: Franklin Resources
Full Time position
Listed on 2026-07-02
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Risk Manager/Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
Position: Head of Performance & Attribution

Head Of Performance & Attribution

The Head of Performance & Attribution provides enterprise leadership for performance & attribution as a core investment enablement capability. This role defines the strategic direction for investment performance and attribution across the firm, ensuring the function supports investment decision-making, client reporting, platform modernization, and data-driven operating excellence.

The Head of Performance & Attribution is a key leader within Franklin Templeton Services (FTS), which is responsible for core operational capabilities that support Franklin Templeton's investment platform, including fund accounting, investment operations, client reporting, investment data, and shareholder servicing. With a broad global footprint, the organization provides the scale, controls, and service infrastructure needed to support investment execution, oversight, reporting, and client delivery across regions and business lines.

Ongoing

Responsibilities
  • Owns the firmwide investment performance and attribution vision aligned to investment philosophy, client experience & expectations, and platform strategy.
  • Shapes how investment performance and attribution informs investment decision-making, product design, and portfolio construction.
  • Sponsors major transformation initiatives (e.g., enterprise platform transitions, AI-enabled analytics, data strategy).
  • Influences client reporting, regulatory posture, and board-level reporting standards.
  • Sets long-term capability roadmap and investment priorities.
  • Builds and leads high-performing global teams, fostering a culture of accountability, collaboration, and continuous improvement while developing talent and strengthening organizational capability.
Strategic Accountabilities
  • Global Investment Performance and Attribution Leadership Own the end-to-end investment performance and attribution function across equity, fixed income, and multi-asset, ensuring consistent standards, governance, and quality globally.
  • Insight & Decision Support Deliver clear, investment-relevant investment performance and attribution insights that explain portfolio results and support portfolio manager dialogue, fund boards, and client reviews.
  • Operating Model & Controls Establish and maintain robust investment performance and attribution governance, controls, KPIs, and escalation frameworks to ensure accuracy, transparency, and auditability.
  • Data, Systems & Transformation Champion data quality and process excellence; partner with technology and data teams to enhance investment performance and attribution platforms, automate controls, and support major transformation initiatives.
What Will Help You Be Successful In

The Role ?
  • A minimum of 10+ years of asset management experience, including significant expertise in investment performance and attribution.
  • Demonstrated leadership of complex investment performance and attribution teams or related investment operations functions in a global environment.
  • Deep knowledge of attribution methodologies across equity, fixed income, multi-asset, and alternative strategies.
  • Experience with leading analytics and investment data platforms, including solutions such as Aladdin, Fact Set, and Bloomberg.
  • Hands-on experience with Aladdin, including its application across investment workflows, performance analytics, and operating model transformation.
  • Deep knowledge of GIPS and other related investment performance methodologies.
  • Executive presence and change leadership capability, with the adaptability and resilience to lead through transformation, align teams, and drive enterprise-wide adoption in a dynamic environment. Bachelor's degree required; CFA and/or CIPM preferred.

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,…

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