Manager working with clients on Microsoft Azure Data Intelligence solutions at an international consultancy. Building customer relationships and enhancing Data Community collaboration.
About the role
- Fixed Income Attribution Consultant compiling, analyzing, and reporting fixed income portfolio performance at Franklin Templeton. Serving as a SME for performance and attribution analytics.
Responsibilities
- 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
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