Head of Performance & Attribution

Franklin Templeton • San Ramon, CA

2d • $225,000 - $275,000 • Onsite

About The Position

The Head of Performance & Attribution provides enterprise leadership for performance & attribution as a core investment enablement capability. This role defines the strategic direction for investment performance and attribution across the firm, ensuring the function supports investment decision-making, client reporting, platform modernization, and data-driven operating excellence. The Head of Performance & Attribution is a key leader within Franklin Templeton Services (FTS), which is responsible for core operational capabilities that support Franklin Templeton’s investment platform, including fund accounting, investment operations, client reporting, investment data, and shareholder servicing. With a broad global footprint, the organization provides the scale, controls, and service infrastructure needed to support investment execution, oversight, reporting, and client delivery across regions and business lines.

Requirements

• A minimum of 10+ years of asset management experience, including significant expertise in investment performance and attribution.
• Demonstrated leadership of complex investment performance and attribution teams or related investment operations functions in a global environment.
• Deep knowledge of attribution methodologies across equity, fixed income, multi-asset, and alternative strategies.
• Experience with leading analytics and investment data platforms, including solutions such as Aladdin, FactSet, and Bloomberg.
• Hands-on experience with Aladdin, including its application across investment workflows, performance analytics, and operating model transformation.
• Deep knowledge of GIPS and other related investment performance methodologies.
• Executive presence and change leadership capability, with the adaptability and resilience to lead through transformation, align teams, and drive enterprise-wide adoption in a dynamic environment.
• Bachelor’s degree required

Nice To Haves

• CFA and/or CIPM preferred

Responsibilities

• Owns the firmwide investment performance and attribution vision aligned to investment philosophy, client experience & expectations, and platform strategy.
• Shapes how investment performance and attribution informs investment decision‑making, product design, and portfolio construction.
• Sponsors major transformation initiatives (e.g., enterprise platform transitions, AI‑enabled analytics, data strategy).
• Influences client reporting, regulatory posture, and board‑level reporting standards.
• Sets long‑term capability roadmap and investment priorities.
• Builds and leads high-performing global teams, fostering a culture of accountability, collaboration, and continuous improvement while developing talent and strengthening organizational capability.
• Own the end‑to‑end investment performance and attribution function across equity, fixed income, and multi‑asset, ensuring consistent standards, governance, and quality globally.
• Deliver clear, investment‑relevant investment performance and attribution insights that explain portfolio results and support portfolio manager dialogue, fund boards, and client reviews.
• Establish and maintain robust investment performance and attribution governance, controls, KPIs, and escalation frameworks to ensure accuracy, transparency, and auditability.
• Champion data quality and process excellence; partner with technology and data teams to enhance investment performance and attribution platforms, automate controls, and support major transformation initiatives.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Executive