Multi-Asset Attribution Senior Consultant

Franklin Templeton•Ft. Lauderdale, FL

2d•Hybrid

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! About the department The Investment Performance & Attribution team delivers critical analysis and reporting on portfolio performance, attribution and risk. Team members collaborate with risk managers, investment analysts, and investment professionals to ensure accurate, timely insights. Working here means joining a technically skilled group focused on continuous improvement and supporting key business decisions related to Multi Asset attribution helping drive our strategic vision for the capability. How you will add value You will serve as a subject matter expert in performance and attribution analysis. You will validate attribution ensuring consistency with portfolio positioning and market movements. You will resolve discrepancies and address data issues affecting reporting and attribution. You will interpret attribution results across complex strategies with a clear understanding of expected sources of return. You will identify, investigate, and resolve attribution anomalies or errors, providing meaningful quality control and value-added validation to the attribution process. You will manage both routine processes and deliverables, along with ad-hoc requests from internal stakeholders and external clients. You will prepare, present, and confidently stand behind monthly performance attribution in discussions with portfolio managers and investment teams. You will act as a key liaison between investment teams and analytics, ensuring attribution outputs are accurate, transparent, and actionable. You will lead projects to support the team’s capabilities that will enhance and streamline current practices. You will re-engineer workflows for outdated/inefficient operations and propose innovative solutions.

Requirements

Bachelor’s degree in finance, math, or related field
10+ years in performance attribution, risk analytics, or portfolio analytics
Experience with multiple attribution models and platforms (FactSet, Aladdin, BBG Port, MSCI, Barra, Axioma, or similar)
Ability to translate complex attribution results into clear, investment-relevant insights.
Ability to perform financial/mathematical calculations & analysis using MS Excel, Power BI, Alteryx, Python & relevant process automation tools.
Strong communication skills and the confidence to engage directly with portfolio managers and senior investment professionals.
Ability to work independently and under pressure
Skill in organizing, prioritizing, and coordinating tasks
Strong attention to detail

Nice To Haves

CFA or FRM pursuit is a plus

Responsibilities

Serve as a subject matter expert in performance and attribution analysis.
Validate attribution ensuring consistency with portfolio positioning and market movements.
Resolve discrepancies and address data issues affecting reporting and attribution.
Interpret attribution results across complex 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.
Manage both routine processes and deliverables, along with ad-hoc requests from internal stakeholders and external clients.
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.
Lead projects to support the team’s capabilities that will enhance and streamline current practices.
Re-engineer workflows for outdated/inefficient operations and propose innovative solutions.

Benefits

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 $155,000 - $175,000 depending on location and level of relevant experience, plus discretionary bonus.
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