Investment Performance - Analyst
Investment Performance - Analyst
Miejsce pracy: Poznań
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
What are the ongoing responsibilities of an Investment 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
What ideal qualifications, skills & experience would help someone to be successful?
- 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
