Fixed Income Attribution Consultant
Franklin Templeton
full-time
Posted on:
Location Type: Hybrid
Location: Ft. Lauderdale • California, Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $145,000 per year
Job Level
SeniorLead
Tech Stack
Python
About the role
- Compile, analyze and report on fixed income portfolio performance attribution, characteristics, weights, and risk statistics
- Liaise with Investment Management and Risk teams globally, as well as Client Service
- Serve as a Subject Matter Expert in performance and attribution analytics
- Review performance, fixed income attribution, and risk by analyzing the accuracy and quality of the underlying data
- Perform data validation, exception processing, and security modeling to improve data coverage and ensure accuracy of fixed income attribution reporting
- Identify and resolve complex data issues impacting performance, attribution, and risk
- Maintain, monitor, run & review standard/complicated reports & ad-hoc requests via manual/automated process adhering to set SLA date
- Collaborate with manager to identify & resolve complex data issues impacting performance, attribution, risk & characteristics reporting
- Perform a Business Analyst role between Performance Attribution & other relevant teams
- Review automated validation controls and complete issue resolution processes
- Interpret and communicate fixed income attribution results using understanding of attribution models and experience with complex instruments
- Lead the team members & train on functional, process & technical aspects
Requirements
- Bachelors / Master’s degree preferably in Finance/Business
- Professional Certifications (CIPM/CFA/FRM) would be an added advantage
- 7+ years’ relevant work experience in Analysis & Reporting of Performance, Attributions & Risk within relevant BFSI industries, such as Mutual Funds, Asset Management, Investment Banks, Custodians & Financial Services, etc
- Experience developing an effective portfolio and/or investment risk/performance attribution management process
- Hands-on experience using Investment Performance, Attribution & Risk management application/software like FactSet, Bloomberg PORT (Previously Barclay’s POINT)
- Ability to perform financial/mathematical calculations & analysis using MS Excel, Power BI, Alteryx, Python & relevant process automation tools
- Advanced knowledge of financial instruments, markets & analytical understanding
- Knowledge of Mutual Funds, Institutional Separate Accounts and Composites
- Benchmarks, Hybrid/Blended Benchmarks
- Ability to work under pressure, perform multiple tasks in a fast-paced, team environment, organize & prioritize workflow
- Strong verbal & written communication skills, including strong negotiation skills.
Benefits
- Health 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*
- Three weeks paid time off the first year
- Comprehensive benefits package including range of competitive healthcare options
- Paid time off for vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays
- Learning resources
- Career development programs
- Motivation wellbeing program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
performance attributiondata validationrisk analysisfinancial calculationsportfolio managementinvestment risk managementperformance reportingdata analysisexception processingsecurity modeling
Soft skills
communication skillsnegotiation skillsteam leadershipproblem-solvingorganizational skillscollaborationability to work under pressuretime managementtraininginterpersonal skills
Certifications
CIPMCFAFRM