Performance Analyst
| Company | Franklin Resources |
|---|---|
| Location | Stamford, CT, USA, New York, NY, USA |
| Salary | $91100 – $107200 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 2+ years of related experience in a Performance, Client Service, or Data-intensive role
- Bachelor’s degree in Finance, Economics, Math, or related analytical discipline
- High level of attention to detail
- Strong analytical, mathematical, and problem-solving skills
- Ability to solve problems and meet time-sensitive deadlines
- Some level of coding knowledge (SQL and C#) and a desire to learn
- Understanding of investment performance calculations
- Knowledgeable on GIPS Standards
Responsibilities
- Demonstrating how performance impacts the client experience by fulfilling client requests, supporting RFP(s), and providing performance insights to both internal and external clients
- Developing ways to proactively answer questions before they arise
- Performance reporting across all accounts and strategies on a monthly and quarterly basis
- Supporting timely delivery of marketing materials
- Data validation and developing processes to enhance the accuracy and speed of performance delivery
- Developing and maintaining new metrics and tools to demonstrate the value our products and services provide clients
- Annual GIPS Verification and ongoing GIPS compliance, including maintaining and developing GIPS composites
- Integrity of data on Canvas Performance Portal
Preferred Qualifications
- Understanding of or familiarity with Object-Oriented Programming concepts desired, but not required