Franklin Templeton Investments

Senior Analyst-Investment Performance & Risk

Franklin Templeton Investments$110K — $140K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, or related discipline
  • 5+ years of experience in investment risk, performance analytics, or asset management
  • Advanced degree preferred
  • Knowledge of performance attribution methodologies like Brinson
  • Proficiency with SQL, Microsoft Excel, and databases

Responsibilities

  • Create custom analyses and reporting for client requests
  • Analyze large datasets across funds and portfolios
  • Execute performance measurement and attribution analysis
  • Deliver fund-level analytics to stakeholders
  • Partner with portfolio managers to explain performance outcomes
  • Investigate and resolve data quality and performance issues
  • Support process automation and workflow improvements

Benefits

  • Three weeks of Paid Time Off in the first year
  • Competitive medical, dental, and vision insurance
  • 401(k) plan with an 85% company match
  • Employee Stock Investment Plan with discounted share purchase
  • Learning Education Assistance Program for career advancement
  • Opportunity to purchase company funds with no sales charge
Full Job Description
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.


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.

#MID_SENIOR_LEVEL

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

About Franklin Templeton Investments

Industry
Founded
1947

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