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**Analyst - Investment Risk Reporting** Discover new potential at Franklin Templeton, driving industry innovation in asset management, wealth management, and fintech. We invite you to join our global, collaborative Performance & Attribution team, delivering critical portfolio performance, attribution, risk, and holdings analytics. As our **Analyst - Investment Risk Reporting**, you'll serve as a subject matter expert, validating portfolio and benchmark data accuracy, and reviewing reports for assurance and compliance. You'll collaborate with global stakeholders, align reporting with business needs, and support system issue resolution. Your experience (3+ years) in performance and risk reporting, coupled with your advanced skills in Excel, Power BI, Alteryx, and Python, will be invaluable in maintaining and improving our systems' integrity. Candidates with a Bachelor's degree in Finance or Business, and certifications like CIPM, CFA, or FRM, are preferred. Experience with FactSet, Bloomberg PORT, and Morningstar is also desirable. Strong communication, stakeholder management, and task-priority skills are essential. Join us for a flexible, inclusive, and welcoming culture. Enjoy multidimensional support for your physical, financial, and community engagement needs, along with professional development opportunities. We're committed to equal employment opportunities and fostering a diverse and inclusive environment. Work shift timings are 2:00 PM - 11:00 PM IST.
- Compensation
- Not specified
- City
- Hyderabad
- Country
- India
Currency: Not specified
Full Job Description
At Franklin Templeton, were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 thats both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients achievements.
Come join us in delivering better outcomes for our clients around the world!
About the Department:
The Performance & Attribution team delivers analytics on portfolio performance, attribution, risk, and holdings. It operates globally, partnering with portfolio managers, client services, and sales teams. The team ensures accurate reporting and strong system integrity. It offers a collaborative environment, exposure to advanced tools, and opportunities to lead process improvements.
How You Will Add Value?
Core Responsibilities:
You will act as a subject matter expert in analytics.
You will validate portfolio and benchmark data accuracy.
You will review automated and manual reports.
You will resolve data issues and improve processes.
You will ensure compliance with policies and standards.
You will maintain documentation and support training.
You will support system issue resolution.
Team & Collaboration
You will align reporting with business needs.
You will collaborate with internal stakeholders.
Client Onboarding:
You will configure systems for new accounts.
You will coordinate onboarding with internal teams.
Experience, Education & Certifications:
Bachelors degree in finance or business.
CIPM, CFA, or FRM preferred.
3+ years in performance and risk reporting.
Technical Skills
Experience with FactSet, Bloomberg PORT, and Morningstar.
Advanced skills in Excel, Power BI, Alteryx, and Python.
Strong knowledge of financial instruments and benchmarks.
Soft Skills
Ability to manage multiple priorities effectively.
Strong communication and stakeholder management skills.
Work Shift Timings - 2:00 PM - 11:00 PM IST
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, theres 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.
Hear more from our employees
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 lifes adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Highlights of our benefits include:
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employees dependents (spouses, children and dependent parents)
Life insurance for protection of employees families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
12 weeks Paternity leave
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
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 existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.
