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.

Come join us in delivering better outcomes for our clients around the world!

What is the Risk Analyst – Inv Perf & Risk responsible for?

The primary function of this position is to calculate, analyze and report portfolio performance, characteristics, weights, attribution, and risk statistics.  This position will provide technical support in liaising with other Risk teams as well as with key clients including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers as well as various compliance and legal teams. 

What are the ongoing responsibilities of a Risk Analyst – Inv Perf & Risk?

Risk Analysis and Performance:

Validating completeness and accuracy of portfolio / benchmark risk statistics and performance data, identifying, investigating and resolving discrepancies in Performance Measurement and Risk applications.

Identify and resolve data issues with varied complexity impacting risk reporting, characteristics, attribution and performance.

Provide commentary for portfolio attribution and performance.

Driving technology for the team to develop and enhance internal reporting and quality control systems to help business focus on providing comprehensive, timely and accurate source information and analysis for investment risk and performance.

Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.

Redesigning/re-engineering key business processes.

Review automated validation controls and complete issue resolution process.

Client Support:

Respond to ad-hoc requests for performance, characteristic and risk statistic information.

Ensure client requirements understood and delivered.

Industry Trends:

Remain current on risk and performance related trends, topics and issues.

What ideal qualifications, skills & experience would help someone to be successful?

Bachelor's degree.

4+ years of experience in the Mutual Fund/Financial Services Industry.

Preferably experience using financial/risk application/software.

Proven technical skills in automation and redesigning business processes.

Understanding of OneTIS pricing process and system logic.

Solid understanding of the components and calculation of the net asset value.

Additional Desirable Qualifications:

Bachelor's degree in finance, math or other quantitative discipline.

Prior investment performance, investment operations or fund accounting experience is viewed favorably.

Pursuing a CFA or FRM desirable. 

Knowledge, Skills and Abilities:

Knowledge of statistical calculations.

Knowledge of financial instruments and markets.

Knowledge and use of databases.

Knowledge and use of R, Access, VBA, Python.

Knowledge of other business tools.

Knowledge of source systems for data and ability to verify for accuracy.

Knowledge of proper English usage, grammar, spelling and vocabulary.

Strong verbal and written communication skills.

Strong attention to details.

Excellent analytical skills.

Microsoft Office:

Access:  Advanced

Excel:  Advanced

Ability to work independently.

Ability to perform mathematical calculations (or analysis).

Ability to exercise independent judgment consistent with department guidelines.

Ability to organize and prioritize workflow and to coordinate the work of others.

Ability to maintain updated knowledge of procedures, products and activities of assigned area.

Ability to accurately proofread documents.

Ability to work under pressure.

Ability to perform multiple tasks in a fast-paced, team environment.

Ability to organize and prioritize workflow and to coordinate the work of others.

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, there’s 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 life’s 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 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

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.