Strefa Klienta
Investment Risk Performance - Analyst
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
Working with us, you will be responsible for:
The primary function of this position is to support performance attribution and related activities on portfolio performance and characteristics. This position is a key liaison with the Risk teams as well as with key clients including Global Advisory Services, Investment Analysts/Managers, Marketing as well as various operational teams.
What are the ongoing responsibilities of Investment Risk Performance - Analyst?
Performance Attribution Analysis:
- Support the firm’s standard attribution reporting process – validate data, manage exceptions, escalate material issues.
- Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.
- Develop an understanding of various investment strategies while remaining aware of market conditions
- Provide insight into performance, attribution, and risk statistics.
Client Support:
- Provide performance attribution insights to the organization.
- Respond to, both verbally and in writing, attribution questions from internal and external sources.
- Contribute to project activities and process improvement initiatives
We are looking for candidates who:
- Bachelor's degree in finance, math or other quantitative discipline.
- 2-4 or more years relevant work experience in the Mutual Fund/Financial Services Industry.
- Strong understanding of financial instruments and markets.
- Experience using financial/attribution application/software.
- Understanding of investment performance and performance attribution theories and methodologies.
- Experience using external attribution applications such as Factset or Bloomberg PORT preferred.
Additional desirable qualifications:
- Progress towards CIPM or CFA
- Investment performance, investment operations or fund accounting experience.
- Programming skills, knowledge of SQL and PowerBI
We guarantee:
- Possibility to develop your career in a global environment
- Attractive location in the center of Poznań (New Market)
- Private Healthcare and Life Insurance
- Office gym
- MultiSport Program or MultiSport Cafeteria
- Investment Programs
- Learning resources (LinkedIn Learning, online and in-person trainings)
- Recommendation program (Employee Referral Network)
- Friendly and supportive working environment
- Participation in international projects
- Possibility to lead or support charity events
- Onsite kindergarten and creche
- Onsite canteen, discounted prices
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