Senior Performance Analyst
| Company | Franklin Resources |
|---|---|
| Location | Stamford, CT, USA, New York, NY, USA |
| Salary | $105400 – $124100 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ years in an investment performance analyst/management role, ideally working with an array of investment products (equity, fixed income, multi-disciplinary accounts, options overlays, long/short, alternatives, etc.)
- Expertise in GIPS and experience developing processes to ensure GIPS compliance as well as increase operational efficiencies
- The ideal candidate is highly analytical and process-oriented with knowledge of GIPS and a strong understanding of investment performance analytics. Adept at problem solving and delivering in a timely manner.
- Strong analytical, mathematical, and problem-solving skills
- Client service focused
- High level of attention to detail
- Programming capabilities in SQL. Other programming knowledge, such as C#, and Python a bonus. Understanding of or familiarity with Object-Oriented Programming concepts a bonus
- Bachelor’s degree in finance, economics, math, or related analytical discipline or equivalent experience
- CFA or CIPM designations a plus
Responsibilities
- Ensuring firmwide GIPS compliance and annual GIPS Verification
- Creating composites for new products (including leverage, derivatives, alternatives, etc.)
- Enhancing capabilities to scale a business with a rapidly growing account and asset base. Potential to add upwards of 100 composites in the next year.
- Performance reporting across all accounts and strategies on a monthly and quarterly basis
- Facilitating documentation of policies and procedures
- Liaising with marketing to create relevant marketing materials for strategies in a timely manner and develop new materials for new products
- Developing and maintaining new and existing metrics and tools to support marketing, sales, and client service teams
- Ensuring integrity of data on Client Performance Portal
- Supporting standard industry and proprietary attribution analysis and reporting
- Handling ad hoc requests for performance related information
- Support development and execution of team roadmap to ensure initiatives and activities are aligned with broader organization and driven to successful completion
Preferred Qualifications
- History in direct indexing and tax managed performance calculations preferred
- Understanding of investment performance calculations for a variety of products