Senior Analyst-Investment Performance & Risk

Franklin Templeton•Boston, MA

3d•Hybrid

About The Position

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. 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.

Requirements

Bachelor’s degree in Finance, Economics, or related discipline.
5+ years of experience in investment risk, performance analytics, or asset management essential.
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.
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.
Applicants for employment must have work authorization that does not now, or in the future, require sponsorship of a visa for employment in the United States.

Nice To Haves

Advanced degree preferred.

Responsibilities

Create custom analyses and reporting for client, business, and investment requests.
Analyze large datasets across funds, portfolios, and reporting periods.
Execute performance measurement and attribution analysis across asset classes.
Deliver fund-level analytics to stakeholders throughout the organization.
Partner with portfolio managers to explain performance and risk outcomes.
Analyze fund characteristics, holdings, and asset-level information.
Maintain automated templates and reporting solutions.
Produce and review recurring risk and performance reports.
Investigate and resolve data quality and performance issues.
Support process automation and workflow improvements.
Monitor industry developments, regulations, and risk methodologies.
Lead complex analytical initiatives and support key business relationships.

Benefits

Competitive and valuable range of total rewards, monetary and non-monetary
Annual discretionary bonus
401(k) plan with a generous match
Recognition rewards
Comprehensive benefits package
Range of competitive healthcare options
Insurance
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)
Motivational wellbeing program
Three weeks of PTO in your first year
Competitive medical, dental, and vision insurance
401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP)
Opportunity to purchase company funds with no sales charge