Fixed Income Attribution Senior Consultant

Franklin TempletonFort Lauderdale, FL
$155,000 - $175,000Hybrid

About The Position

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! What is the Performance & Attribution team responsible for? 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. What is the Fixed Income Attribution Sr Consultant responsible for? The Fixed Income Attribution Consultant is responsible for analyzing, explaining, and validating daily and monthly performance attribution across fixed income portfolios. The role partners closely with investment teams to ensure accurate, insightful attribution that reflects portfolio strategy, positioning, and market drivers. How you will add value Serve as a Subject Matter Expert in performance and attribution analytics.

Requirements

  • Bachelors / Master’s degree preferably in Finance/Business.
  • 10+ years’ relevant work experience in Analysis & Reporting of Performance, Attributions & Risk
  • Strong foundation in fixed income markets, including rates, credit, structured products, and derivatives.
  • Demonstrated experience in performance attribution and P&L analysis for fixed income portfolios.
  • Ability to translate complex attribution results into clear, investment-relevant insights.
  • High attention to detail with a strong focus on data quality, validation, and controls.
  • Strong communication skills and the confidence to engage directly with portfolio managers and senior investment professionals.
  • Experience with fixed income attribution models and platforms (e.g., Aladdin, BBG Port, FactSet, MSCI, Barra, Axioma, or similar).
  • Ability to perform financial/mathematical calculations & analysis using MS Excel, Power BI, Alteryx, Python & relevant process automation tools.

Nice To Haves

  • Professional Certifications (CIPM/CFA/FRM) would be an added advantage.
  • Familiarity with multi-asset or global fixed income portfolios.
  • Background in risk analytics, performance measurement, or portfolio analytics.

Responsibilities

  • Develop and maintain an advanced understanding of fixed income and derivative instruments, including the key drivers of performance across rates, credit, spread, curve, currency, and optionality.
  • Calculate and analyze daily performance attribution and associated P&L, ensuring consistency with portfolio positioning and market movements.
  • Interpret attribution results across fixed income strategy types, including Investment Grade, High Yield, Core, Core Plus, Structured, and other specialty strategies, with a clear understanding of expected sources of return.
  • Identify, investigate, and resolve attribution anomalies or errors, providing meaningful quality control and value-added validation to the attribution process.
  • Prepare, present, and confidently stand behind monthly performance attribution in discussions with portfolio managers and investment teams.
  • Act as a key liaison between investment teams and analytics, ensuring attribution outputs are accurate, transparent, and actionable.

Benefits

  • 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.
  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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