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Senior Analyst-Investment Performance & Risk

Franklin Templeton (Franklin Templeton) · Other

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.

How You Will Add Value

  • You will create custom analyses and reporting for client, business, and investment requests.
  • You will analyze large datasets across funds, portfolios, and reporting periods.
  • You will execute performance measurement and attribution analysis across asset classes.
  • You will deliver fund-level analytics to stakeholders throughout the organization.
  • You will partner with portfolio managers to explain performance and risk outcomes.
  • You will analyze fund characteristics, holdings, and asset-level information.
  • You will maintain automated templates and reporting solutions.
  • You will produce and review recurring risk and performance reports.
  • You will investigate and resolve data quality and performance issues.
  • You will support process automation and workflow improvements.
  • You will monitor industry developments, regulations, and risk methodologies.
  • You will lead complex analytical initiatives and support key business relationships.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

  • Bachelor’s degree in Finance, Economics, or related discipline.
  • Advanced degree preferred.
  • 5+ years of experience in investment risk, performance analytics, or asset management essential.

Technical Skills

  • 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.

Soft Skills

  • 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.

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 / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $110,000 - $140,000 depending on location and level of relevant experience.

#MID_SENIOR_LEVEL


At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.


Highlights of our benefits include:


- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge


Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

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