Head of & Attribution
Job in
Pasadena, Los Angeles County, California, 91101, USA
Listed on 2026-06-03
Listing for:
Franklin Resources
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, CFO, VP/Director of Finance, Financial Manager
Job Description & How to Apply Below
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!
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.
What is Franklin Templeton Services (FTS) Responsible for?
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.
What are the 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…
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