Posted:
12/1/2025, 11:28:20 PM
Location(s):
Florida, United States ⋅ Fort Lauderdale, Florida, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Consulting
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
The Performance & Attribution team acts as the SME for Performance, Attribution, Characteristics, and ex-post Risk Statistics and is primarily responsible for maintaining systems, and data flows to facilitate timely delivery of customized automated and manual reports. The team liaises with various teams across all the global time zones, such as Portfolio/Product Managers, Client Services, Investment Commentary and Risk Management.
The primary function of this position is to compile, analyze and report on fixed income portfolio performance attribution, characteristics, weights, and risk statistics. This position is a key liaison with Investment Management and Risk teams globally, as well as Client Service.
Performance and Risk Analysis:
Serve as a Subject Matter Expert in performance and attribution analytics
Review performance, fixed income attribution, and risk by analyzing the accuracy and quality of the underlying data
Perform data validation, exception processing, and security modeling to improve data coverage and to ensure accuracy of fixed income attribution reporting
Identify and resolve complex data issues impacting performance, attribution, and risk
Maintain, monitor, run & review standard/complicated reports & ad-hoc requests via manual/automated process adhering to set SLA date
Collaborate with manager to identify & resolve complex data issues impacting performance, attribution, risk & characteristics reporting
Perform a Business Analyst role between Performance Attribution & other relevant teams, to understand the requirements & set the process changes & report delivery accordingly
Review automated validation controls and complete issue resolution processes
Interpret and communicate fixed income attribution results using understanding of attribution models and experience with complex instruments
Lead the team members & train on functional, process & technical aspects
Bachelors / Master’s degree preferably in Finance/Business. Professional Certifications (CIPM/CFA/FRM) would be an added advantage
7+ years’ relevant work experience in Analysis & Reporting of Performance, Attributions & Risk within relevant BFSI industries, such as Mutual Funds, Asset Management, Investment Banks, Custodians & Financial Services, etc
Experience developing an effective portfolio and/or investment risk/performance attribution management process
Hands-on experience using Investment Performance, Attribution & Risk management application/software like FactSet, Bloomberg PORT (Previously Barclay’s POINT)
Ability to perform financial/mathematical calculations & analysis using MS Excel, Power BI, Alteryx, Python & relevant process automation tools
Advanced knowledge of financial instruments, markets & analytical understanding
Knowledge of Mutual Funds, Institutional Separate Accounts and Composites. Benchmarks, Hybrid/Blended Benchmarks.
Ability to work under pressure, perform multiple tasks in a fast-paced, team environment, organize & prioritize workflow
Strong verbal & written communication skills, including strong negotiation skills
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 / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $120,000 - $135,000 depending on location and level of relevant experience, plus discretionary bonus.
#MID_SENIOR_LEVEL
#LI-Hybrid
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 your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
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.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance