Senior Performance Analyst - Franklin Resources : Job Details

Senior Performance Analyst

OSAM is hiring a Senior Performance Analyst to join the team. The position location will ideally be Stamford, CT, or New York City with a hybrid work schedule available.

Responsibilities Of The Performance Team

The Performance team at OSAM is responsible for GIPS compliance as well as timely and accurate performance reporting and related analytics for all accounts and strategies. The team also works to provide valuable insights to clients to explain account performance and demonstrate the firm's value-add. This position entails creating new composites, ensuring GIPS compliance, and assisting with the annual GIPS verification.

Ongoing Responsibilities Of A Senior Performance Analyst

Ensuring firmwide GIPS compliance and annual GIPS Verification

Creating composites for new products (including leverage, derivatives, alternatives, etc.)

Enhancing capabilities to scale a business with a rapidly growing account and asset base. Potential to add upwards of 100 composites in the next year.

Performance reporting across all accounts and strategies on a monthly and quarterly basis

Facilitating documentation of policies and procedures

Liaising with marketing to create relevant marketing materials for strategies in a timely manner and develop new materials for new products

Developing and maintaining new and existing metrics and tools to support marketing, sales, and client service teams

Ensuring integrity of data on Client Performance Portal

Supporting standard industry and proprietary attribution analysis and reporting

Handling ad hoc requests for performance related information

Support development and execution of team roadmap to ensure initiatives and activities are aligned with broader organization and driven to successful completion

Ideal Qualifications, Skills & Experience

• 5+ years in an investment performance analyst/management role, ideally working with an array of investment products (equity, fixed income, multi-disciplinary accounts, options overlays, long/short, alternatives, etc.)
• Expertise in GIPS and experience developing processes to ensure GIPS compliance as well as increase operational efficiencies
• The ideal candidate is highly analytical and process-oriented with knowledge of GIPS and a strong understanding of investment performance analytics. Adept at problem solving and delivering in a timely manner.
• History in direct indexing and tax managed performance calculations preferred
• Understanding of investment performance calculations for a variety of products
• Strong analytical, mathematical, and problem-solving skills
• Client service focused
• High level of attention to detail
• Programming capabilities in SQL. Other programming knowledge, such as C#, and Python a bonus. Understanding of or familiarity with Object-Oriented Programming concepts a bonus
• Bachelor's degree in finance, economics, math, or related analytical discipline or equivalent experience
• CFA or CIPM designations a plus

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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 $105,400 - $124,100, depending on location and level of relevant experience, plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. 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 a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Reimbursement for certain education expenses
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*

*Only applicable at certain locations

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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. Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.