What is the Associate Analyst – Risk & Performance Operations responsible for?
- The primary function of this position is to calculate risk statistics, analyze and report portfolio performance, characteristics, weights, attribution. This position will provide back-up support in liaising with other PAIR teams as well as with key clients including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers as well as various compliance and legal teams.
What are the ongoing responsibilities of Associate Analyst – Risk & Performance Operations?
Risk and Performance Analysis:
- Responsible for various file loads to Point (Risk system) and PMA
- Daily and monthly reconciliation of returns and risk numbers – Point Vs PMA
- Validation of data
- Review portfolio risk statistics, performance, and attribution by analyzing the accuracy and quality of the underlying data.
- Identify and resolve data issues of low to moderate complexity impacting performance, characteristics, attribution and risk reporting.
- Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.
- Create and run standard reports and queries.
- Maintain performance, composite and/or benchmark information.
- Review automated validation controls and complete issue resolution process.
Client Support:
- Respond to ad-hoc requests for performance, characteristic and risk statistic information.
- Ensure client requirements understood during product launch and account on-boarding and internal systems/processes are updated support requirements approved by PAIR Ops management.
Industry Trends:
- Remain current on risk related trends, topics and issues.
What ideal qualifications, skills & experience would help someone to be successful?
- Bachelor’s degree
- 2 – 4 years relevant work experience in the Mutual Fund/Financial Services Industry
- Experience using financial/risk application/software
Additional Desirable Qualifications:
- Bachelor’s degree in finance, math or other quantitative discipline
- Knowledge of basic SQL.
- Prior investment performance, investment operations or fund accounting experience is viewed favorably
What makes Franklin Templeton Investments unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
- Professional development growth opportunities through in-house classes and over 150 Web-based training courses
- An educational assistance program to financially help employees seeking continuing education
- Medical, Life, and Personal Accident Insurance benefit for employees. Medical insurance also covers employee’s dependents (spouses, children and dependent parents)
- Life Insurance for protection of employees families
- Personal accident insurance for protection of employees and their families
- Personal loan assistance
- Employee Stock Investment Plan (ESIP)
- Onsite fitness center, recreation center, and cafeteria
- Cricket grounds and gymnasium
- Library
- Health Center with doctor availability
- Tuition Assistance Program
- HDFC ATM on the campus
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.
