About this role
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.
Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
About the Department:
Fiduciary Trust International, part of Franklin Templeton, delivers comprehensive wealth management solutions to high‑net‑worth clients, families, foundations, and endowments. The department specializes in investment management, trust and estate services, and administrative support that help preserve and grow wealth across generations. Teams collaborate closely, apply strong fiduciary discipline, and leverage global resources to deliver tailored financial outcomes. Joining the department provides exposure to sophisticated investment strategies, cross‑functional collaboration, and long‑term professional growth.
The primary function of this position is to validate and analyse portfolio performance, attribution and ex-post risk statistics for publication to the Firms internal/external clients. This position will support and liaison with the HNW Investment Management Teams.
How You Will Add Value?
Core Responsibilities:
You will validate portfolio performance, attribution, and ex‑post risk metrics.
You will oversee performance and risk analysis processes.
You will review data to ensure accuracy and quality.
You will complete data validation and exception handling.
You will write performance and risk commentary.
You will resolve complex data issues affecting reports.
You will support the Investment Team with performance insights.
Strategic Responsibilities:
You will deliver reports to Investment teams in line with service standards.
You will manage and respond to ad hoc requests.
You will review account inclusion in composites according to GIPS and internal policies.
You will oversee automated validation controls and follow issue‑resolution procedures.
Team & Collaboration:
You will coordinate and distribute requests from Investment teams.
You will provide performance and risk consulting to internal and external clients.
You will represent the team in projects and process improvements.
You will stay informed on industry trends and best practices.
What Will Help You Be Successful in This Role?
Experience, Education & Certifications:
Bachelor’s degree in finance or a quantitative field.
10+ years of relevant experience, including business analysis.
Strong knowledge of financial instruments and markets.
Experience with performance and risk management processes.
Understanding of quantitative and statistical concepts.
Understanding of the impact of accounting transactions on performance.
Technical Skills:
Proficiency in SQL, Visual Basic, and Python.
Ability to manage data and build workflows.
Experience with FactSet B‑One (preferred).
Soft Skills:
Strong written and verbal communication.
Ability to build effective working relationships.
Progress toward CIPM, FRM, or CFA is beneficial.
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 the variety of perspectives and experiences brought by talent from around the world. 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.
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.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
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.
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Other facts
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).
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What you'll do
- The primary function of this position is to validate and analyze portfolio performance, attribution, and ex-post risk statistics. This role involves overseeing performance and risk analysis processes and providing insights to the Investment Team.
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