At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Quantitative analysis, Portfolio construction, Risk management, SQL, R
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Investment Associate (Quantitative Research – FT Investment Solutions)
Boston, Massachusetts, United States · Hybrid
$80k–$120k/yr
Entry level$160M raised
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
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 manageme…
Skills: Customer Service, Mutual Fund Knowledge, Investor Servicing, KYC Compliance, CRM Systems
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
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 manageme…
Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offe…
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
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 manageme…
Skills: Mutual Fund Operations, Expense Processing, SEBI Expense Regulations, TER Management, Power BI
City of Edinburgh, Scotland, United Kingdom · Hybrid
Senior+$160M raised
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
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 manageme…
Skills: Fund Administration, Operational Oversight, Accounting Data Analysis, Japanese Language Proficiency, Risk Management
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 manageme…
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Hyderabad, Telangana, India · On-site
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Investment Technology Business Solutions Lead - (Franklin Equity)
San Mateo, California, United States · Hybrid
$140k–$190k/yr
Senior$160M raised
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Power BI, Microsoft Excel, Python, SharePoint, Financial Data Analysis
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 manageme…
Skills: Client Reporting, Financial Reporting, Data Analysis, Process Improvement, Microsoft Excel
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets tog…
Skills: Python, Statistical Modeling, Machine Learning, Optimization Engines, Data Management
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$110k–$140k/yr
Full-time
bachelor degree, postgraduate degree
Annual discretionary bonus, 401(k) plan with company match, Medical insurance, Dental insurance, Vision insurance, Employee stock investment program
Posted 15d ago
~40 hrs/week
Responsibilities
The role involves creating custom performance and risk analyses while collaborating with portfolio managers to explain investment outcomes. You will also maintain automated reporting solutions and investigate data quality issues to support critical investment decisions.
Requirements
Candidates must have a bachelor's degree in Finance or a related field and at least 5 years of experience in investment risk or performance analytics. Proficiency in SQL, Excel, and knowledge of performance attribution methodologies are essential for this position.
Full job description
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
This is a HYBRID position which requires 3 days per week in our Boston office.
About the Department
The Performance, Risk, and Attribution team provides critical insights that support investment decisions, enhance risk oversight, and strengthen client confidence. Team members collaborate closely with portfolio managers, investment professionals, and business stakeholders to analyze results, explain performance drivers, and improve data quality. This is a highly visible team offering exposure to senior leaders, meaningful analytical work, and opportunities to deepen investment management and technical expertise.
How You Will Add Value
You will create custom analyses and reporting for client, business, and investment requests.
You will analyze large datasets across funds, portfolios, and reporting periods.
You will execute performance measurement and attribution analysis across asset classes.
You will deliver fund-level analytics to stakeholders throughout the organization.
You will partner with portfolio managers to explain performance and risk outcomes.
You will analyze fund characteristics, holdings, and asset-level information.
You will maintain automated templates and reporting solutions.
You will produce and review recurring risk and performance reports.
You will investigate and resolve data quality and performance issues.
You will support process automation and workflow improvements.
You will monitor industry developments, regulations, and risk methodologies.
You will lead complex analytical initiatives and support key business relationships.
What Will Help You Be Successful in This Role
Experience, Education & Certifications
Bachelor’s degree in Finance, Economics, or related discipline.
Advanced degree preferred.
5+ years of experience in investment risk, performance analytics, or asset management essential.
Technical Skills
Knowledge of performance attribution methodologies, including Brinson and factor-based approaches.
Knowledge of risk metrics, including tracking error, correlation, beta, and duration.
Experience across multiple asset classes and complex financial instruments.
Proficiency with Structured Query Language (SQL), Microsoft Excel, and databases.
Soft Skills
Strong quantitative and analytical capabilities.
High attention to detail and data accuracy.
Ability to synthesize complex data into actionable insights.
Effective written and verbal communication skills.
Proactive mindset focused on continuous improvement.
Applicants for employment must have work authorization that does not now, or in the future, require sponsorship of a visa for employment in the United States.
Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $110,000 - $140,000 depending on location and level of relevant experience.
#MIDSENIORLEVEL
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
Paid Time Off: Three weeks of PTO in your first year
Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.
Offices: 1 Franklin Pkwy, San Mateo, California 94403, US · 200 King St W, Toronto, Ontario, CA · 7 Temasek Blvd, Singapore, Singapore 038987, SG · 3355 Data Dr, Rancho Cordova, CA 95670, US · 62/F Two IFC, 8 Finance Street, Hong Kong, HK
By bringing together multiplespecialized investment teams in a single firmwe are able to offer investment expertise across styles and asset classesall supported by the strength and resources of one of the world’s largest asset managers.Wealth ManagementCryptocurrencyStock ExchangesProfessional ServicesManagement ConsultingSecurity
Offices: 1 Franklin Pkwy, San Mateo, California 94403, US · 200 King St W, Toronto, Ontario, CA · 7 Temasek Blvd, Singapore, Singapore 038987, SG · 3355 Data Dr, Rancho Cordova, CA 95670, US · 62/F Two IFC, 8 Finance Street, Hong Kong, HK
By bringing together multiplespecialized investment teams in a single firmwe are able to offer investment expertise across styles and asset classesall supported by the strength and resources of one of the world’s largest asset managers.Wealth ManagementCryptocurrencyStock ExchangesProfessional ServicesManagement ConsultingSecurity