Senior Analyst-Investment Performance & Risk

About the role

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.

Responsibilities

• Create custom analyses and reporting for client, business, and investment requests.
• Analyze across funds, portfolios, and reporting periods, completing large RFPs, DDQs, and Ad Hoc data requests.
• Execute performance measurement and attribution analysis across asset classes.
• Deliver fund-level analytics to stakeholders throughout the organization.
• Partner with portfolio managers to explain performance and risk outcomes.
• Analyze fund characteristics, holdings, and asset-level information.
• Maintain automated templates and reporting solutions.
• Produce and review recurring risk and performance reports.
• Investigate and resolve data quality and performance issues.
• Support process automation and workflow improvements.
• Monitor industry developments, regulations, and risk methodologies.
• Lead complex analytical initiatives and support key business relationships.

Requirements

• 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

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
• 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

Benefits

• Competitive total rewards package including base compensation and annual discretionary bonus
• 401(k) plan with a generous match
• Recognition rewards
• Comprehensive healthcare options (medical, dental, vision)
• Insurance and disability benefits
• Employee Stock Investment Program (ESIP) with discounted share purchase opportunities
• Learning resources and career development programs
• Reimbursement for certain education expenses
• Paid time off (vacation, holidays, sick, parental & caregiving leave, bereavement, volunteering, floating holidays)
• Motivational wellbeing program

Pay

We expect the annual salary for this position to range between $110,000 - $140,000 depending on location and level of relevant experience.

Schedule

This is a HYBRID position which requires 3 days per week in our Boston office.