Senior Performance Management Analyst

At Franklin Templeton, we're driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

Come join us in delivering better outcomes for our clients around the world!

O'Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021, OSAM was acquired by Franklin Templeton. The firm manages approximately $8.3 billion in assets for institutions and financial advisors. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

For more information on our firm, please visit our website at www.osam.com

What is the Senior Performance Management Analyst responsible for?

Location: Stamford, CT or NYC preferred

We are seeking a Sr. Performance Management Analyst to manage monthly and quarterly performance reporting for all accounts and strategies. This position entails creating new performance composites, ensuring GIPS compliance, and assisting with the annual GIPS verification. You will work on enhancing business scalability, maintaining data accuracy on the Client Performance Portal, and developing metrics and tools to support marketing, sales, and client service teams. Additionally, you will respond to ad hoc performance-related requests, document policies and procedures, and contribute to the team's roadmap. The ideal candidate is highly analytical with strong problem-solving skills and proficiency in SQL and C#. A background of 5-10 years in investment performance analysis, including GIPS standards and various investment products, is required.

As a Sr. Performance Management Analyst, you will be responsible for:

• Performance reporting across all accounts and strategies on a monthly and quarterly basis
• Creating and maintaining new performance composites
• Ensuring GIPS compliance and annual GIPS Verification
• Enhancing capabilities to scale a business with a rapidly growing account and asset base
• Ensuring integrity of data on Client Performance Portal
• Developing and maintaining new and existing metrics and tools to support marketing, sales, and client service teams
• Supporting standard industry and proprietary attribution analysis and reporting
• Handling ad hoc requests for performance related information
• Facilitate documentation of policies and procedures
• Support development and execution of team roadmap to ensure initiatives and activities are aligned with broader organization and driven to successful completion

What ideal qualifications, skills & experience would help someone to be successful?

• 5-10 years in an investment performance analyst/management role, ideally working with an array of investment products (equity, fixed income, multi-disciplinary accounts, options overlays, etc.)
• The ideal candidate is highly analytical and process-oriented with knowledge of GIPS and a strong understanding of investment performance analytics. Adept at problem solving and delivering in a timely manner.
• History in direct indexing and tax managed performance calculations preferred
• Expertise on GIPS Standards
• Experience developing processes to ensure GIPS compliance as well as increase operational efficiencies
• Understanding of investment performance calculations
• Strong analytical, mathematical, and problem-solving skills
• Client service focused
• High level of attention to detail
• Programming capabilities in SQL and C#. Understanding of or familiarity with Object-Oriented Programming concepts
• Bachelor's degree in finance, economics, math, or related analytical discipline or equivalent experience

Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $120,000 - $140,000.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year
• Medical, dental and vision 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*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.