Senior Analyst - Performance & Risk Reporting

4 - 8 years

6 - 11 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

At Franklin Templeton, we're 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 that s 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.
The FTS Performance Attribution team provides expert analysis on performance, attribution, risk statistics, and holdings data. This global team ensures accurate reporting and system integrity while collaborating with stakeholders across time zones, including Portfolio Managers, Client Services, Sales, and Risk teams. Joining this team offers exposure to cross-functional projects, advanced analytics tools, and opportunities to drive impactful process improvements #MID_SENIOR_LEVEL
How You Will Add Value

Performance Attribution Analysis/Reporting:
  • You will act as a subject matter expert in performance and attribution analytics.
  • You will validate and analyze portfolio and benchmark data for accuracy.
  • You will manage and review automated and manual reports.
  • You will resolve data issues and improve reporting processes.
  • You will collaborate with teams to align reporting with business needs.
  • You will ensure compliance with GIPS and internal policies.
  • You will maintain documentation and support team training.
  • You will lead initiatives and support system issue resolution.
System Setup for New Client Accounts:
  • You will support onboarding by configuring systems and coordinating with internal teams.
What Will Help You Be Successful in This Role

Experience, Education Certifications:
  • Degree in Finance or Business; CIPM, CFA, or FRM preferred.
  • 5+ years in performance and risk reporting in financial services.
Technical Skills:
  • Proficiency in FactSet, Bloomberg PORT, Morningstar, and similar tools.
  • Strong skills in Excel, Power BI, Alteryx, Python, and automation.
  • Deep understanding of financial instruments and benchmarks.
Soft Skills:
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent communication and stakeholder management skills.
Work Shift Timings - 11:00 AM - 8:00 PM IST
Experience our welcoming culture and reach your professional and personal potential
 
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 employee s 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

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Franklin templeton asset management (india)pvt logo
Franklin templeton asset management (india)pvt

Investment Management

Mumbai