Sr Performance Analytics Analyst-

What is the Sr Performance Analytics Analyst– Global Product Governance group responsible for?

• The candidate will be required to build, maintain and enhance reports/dashboards across multiple lines of business; and create insights using analytical tools and techniques, using large data sets. The candidate must have a technology profile – with BI and analytical tools

What are the ongoing responsibilities of a Sr Performance Analytics Analyst?

Utilize, assess and maintain BI and analytical tools used to support the various lines of business:

• Build, deploy, maintain and educate clients using effective reports/dashboards, creating a point of view using data
• Maintain excellent understanding of data sources and connections, creating a common understanding within GMS, Sales and clients
• Maintain excellent understanding of CRM system and backend databases feeding the CRM
• Recommend and implement changes with respect to new data/BI/analytic enhancements. Participate in testing of new data sources
• Assess current capability of existing datamarts and BI/analytic tools. Recommend and assist with the changes as necessary
• Partner with technology (FTT) and ensure alignment with business vision is achieved

Communication:

• Facilitate and participate in business and project meetings driving a tactical or strategic point of view – which includes delivery to business leaders
• Works closely with clients to ensure analysis meets business needs while offering alternative solutions to clients
• Maintains continuous, open and consistent communication with others at the highest level; educates team and business leaders via meetings, emails, and presentations using the best data sources
• Interprets and prioritizes client requests; independently communicates with client base
• Proactively helps team members/makes suggestions to improve practices
• Tailors communication (e.g., content, style and medium) to diverse audiences
• Communicates complex issues (verbally and via e-mail) clearly and credibly with varied audiences

Reporting and Subject Matter Expertise:

• Ability to answer any questions with respect to reports generated to all levels within the organization; alternatively, facilitating the answer thru others
• Represent team in projects and meetings and become a subject matter expert with the material being discussed
• Provide analytical commentary/insights on reports/dashboards generated; use of internal and external data sources and review the work of colleagues
• Continually assessment on whether reports should be continued changed or eliminated. Influence decisions on how reports are utilized
• Provide subject matter expertise on assigned systems, reports and projects
• Act as business unit liaison with other business units
• Demonstrate a basic understanding of fund performance and benchmarks for retail and institutional funds (e.g., relative performance against peers, 3rd party ratings/rankings, statistical fund metrics, fund characteristics)
• Work with global partners and counterparts exchanging best practices
• Prepare and present presentations to all levels of the organization, highlighting accomplishments, trends and opportunities for the front line wholesalers, business lines, products, and funds
• May train colleagues on assigned projects, as needed

Research, recommend and implement workflow efficiencies:

• Research and document complex business issues involving workflow, trade-related data, database items, procedures and processes. Work with other areas within organization; for example, FTT, to resolve issue
• Gather comprehensive information to be used in problem identification and resolution. Work with senior members within the organization
• Analyze data and develop creative solutions. Ability to provide ongoing updates via written and verbal communications
• Develop new procedure documentation in support of new process, products or system enhancements
• Coordinate recommended process changes and enhancements including test plans to ensure successful implementation
• Discuss proposed system enhancements and modifications with information technology staff
• Provide post-implementation support for all approved deliverables
• Identify and recommend staff training needs in response to process changes or new product/system implementations. Identify and recommend staff training needs in response to process changes or new product/system implementations

• Bachelor’s Degree in Computer Science, Finance or Business Administration or related field, or equivalent combination of education and experience
• 5+ years of professional work experience, preferably all or part with financial services industry
• 3+ years of technology experience with BI tools such as Business Objects, Microstrategy, Tableau, or related/similar tools
• 3+ years of analytical experience and the use of analytical tools such as Access, SAS, Unica or related/similar tools
• Excellent knowledge of Microsoft Excel and Microsoft Access with the ability to write macros and code.
• Ability to translate business needs into a technology solution
• Ability to influence decisions
• Strong change management skills
• History of implementing technological solutions to business needs
• Experience in designing, developing, testing and deploying BI solutions
• An excellent understanding of Business Objects BI tools, MicroStrategy, SAS, and MS Office Suite.
• Experience with Morningstar Direct, Refintiv LIM, eVestment and/or FactSet preferred.
• Expert use of technology and analytical tools
• Excellent communication skills
• Ability to interpret data flowing into and out of datamarts, databases and BI tools
• Provide subject matter expertise on assigned lines of business and systems
• Have a good understanding of the reporting research process and able to recommend and implement workflow.
• Develop and produce routine and non-routine reports of intermediate to complex scope.
• Interpret reports, providing analytical commentary and recommendations for change..
• Support new procedures while documenting new process, products or system enhancements that affect the team.
• Demonstrates an intermediate to advanced ability to perform mathematical calculations and analysis.
• Ability to communicate, written and verbal, to all levels within the organization

Problem Solving And Decision Making:

• Collect all relevant data and choose the best option after reviewing all available information
• Ability to quickly analyze and resolve problems and take personal accountability for the impact of decisions
• Ability to influence decisions, gain-buy, and execute strategies and processes.
• Ability to communicate effectively both orally and in writing and to establish and maintain cooperative working relationships with persons contacted in the course of performing assigned duties
• Strong attention to detail
• Ability to maintain updated knowledge of procedures, products and activities of assigned area
• Ability to adhere/respond to established time frames and schedules
• Ability to perform mathematical calculations and analyses
• Ability to work independently
• Ability to exercise independent judgment consistent with department guidelines

What makes Franklin Templeton Investments unique?

• 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