| Employer: | Franklin Templeton Investments
| Job Ref No: |
701842
| Job Title: |
Sr. Analyst, Investment Performance and Risk
| Sector: |
Consulting
| Sub Sector: |
Other
| Risk Type: |
Other
| Expertise: |
Regulatory/Compliance
|
The primary function of this position is to analyze and provide commentary on portfolio performance, characteristics, weights, attribution and risk statistics. This position is a key liaison 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.
% of
Time
Essential/
Non-Essential
Activity
50%
E
Performance and Risk Analysis
• Review portfolio performance, 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 to ensure accuracy of reporting.
• Provide commentary for performance, attribution and risk statistics.
• Identify and resolve complex data issues impacting performance, attribution and risk reports.
• 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 non-standard reports and queries.
• Review accounts to ensure inclusion in the proper composite per GIPS and FT policies.
• Review automated validation controls and complete issue resolution process.
30%
Client Support
• Manage inflow, review and distribution of requests.
• Provide performance and investment risk consulting services to key clients.
• Respond to, both verbally and in writing, risk and performance questions from internal and external sources.
10%
Compliance
• Prepare and analyze risk and portfolio reports to ensure they meet regulatory and client requirements.
• Ensure department polices, procedures and processes adhere to current GIPS Performance Presentation Standards.
5%
Represent functional team and lead project activities.
5%
Remain current on performance related trends, topics and issues.
100% TOTAL
EDUCATION AND EXPERIENCE
- Bachelor's degree.
- 4 or more years relevant work experience in the Mutual Fund/Financial Services Industry.
- Experience developing an effective portfolio and/or investment risk/performance management process.
- Advanced level understanding of statistical theory and/or financial instruments and markets.
- Experience using financial/risk application/software.
ADDITIONAL DESIRABLE
Qualifications
- Bachelor's degree in finance, math or other quantitative discipline.
- MBA or Master's degree in finance, math or other quantitative discipline.
- Progress towards CFA, FRM or CIPM.
- Investment performance, investment operations or fund accounting experience.
- Experience communicating complex financial topics to laypersons.
- Programming skills in PERL, SQL or another current language.
KNOWLEDGE, SKILLS, AND ABILITIES
- Advanced knowledge of statistical calculations
- Advanced knowledge of financial instruments and markets
- Advanced knowledge of GIPS Performance Presentation Standards
- Knowledge of source systems for data and ability to verify for accuracy
- Knowledge of proper English usage, grammar, spelling and vocabulary
- Excellent verbal and written communication skills
- Strong attention to details
- Excellent analytical skills
- Microsoft Office:Access:
- Intermediate
- Excel: Advanced
- Ability to work independently
- Ability to perform mathematical calculations (or analysis)
- Ability to exercise independent judgment consistent with department guidelines
- Ability to organize and prioritize workflow and to coordinate the work of others
- Ability to maintain updated knowledge of procedures, products and activities of assigned area
- Ability to accurately proofread documents
- Ability to work under pressure
- Ability to perform multiple tasks in a fast-paced, team environment
PROBLEM SOLVING AND DECISION MAKING
- Recognizes and communicates potential issues impacting the organization
- Effectively applies consultation skills to solve problems independently.
- Makes decisions with limited impact on own work and possibly the work of others.
- Oversees the development of solutions to a variety of business issues and ensures the solutions are consistent with organizational objectives.
- Work is performed under general direction; participates in determining objectives of assignment; work is reviewed for adequacy in meeting objectives
SUPERVISORY RESPONSIBILITY
- Provides technical guidance to other department personnel
- May coordinate duties of departmental staff
- Acts as lead to lower level staff
- May supervise non-exempt and exempt staff
DESIRED LEADERSHIP SKILLS
- Ability to influence and negotiate within own department and across the organization
TRAVEL REQUIREMENTS
- May be required to travel to and from FTI offices
| Region/Country: |
Europe, Other, Poland
| City: |
Poznan
| Address: | | Post Date: | 12/28/2012 |
