Head of Performance & Risk Management Analytics
| Company | Franklin Resources |
|---|---|
| Location | Stamford, CT, USA, New York, NY, USA |
| Salary | $198000 – $235000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Expert or higher |
Requirements
- 15+ years of investment industry experience
- Strong leadership, communication and analytical skills
- Experience and expertise with GIPS reporting standards; experience with tax alpha and non-traditional performance analytics a plus
- History with dashboards/business metrics and risk reporting
- Experience with tax implications in portfolio management/reporting a plus
- Coding skills a plus (C#, SQL, Python)
Responsibilities
- Oversee the following Custom Client Solutions (CCS) and OSAM departments: Performance Management (OSAM), Risk (CCS), Analytics (CCS)
- Support the CCS leadership team on strategic initiatives and reporting
- Lead and cultivate teams, including direct reports for the named functions
- Effectively collaborate with department leads to drive daily, monthly, quarterly operations of the respective teams as well as key strategic initiatives
- Evolve our performance reporting business processes to ensure timely and accurate delivery of monthly/quarterly completion of updates, continually enhance our tax alpha methodologies and processes, provide additional value add analytics to our clients
- Oversee the ongoing institutionalization and continued build out of risk functions for effective monitoring, escalation and resolution of risks
- Partner with leaders across the organization, including Sales, Product, Technology to establish agenda, coordinate activities and deliver results
Preferred Qualifications
- CFA charter holder preferred