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!

About the department

Our Performance and Risk Analysis team ensures accurate portfolio performance reporting and risk attribution. We support investment teams by validating data, resolving issues, and delivering insights that guide strategic decisions. The department plays a critical role in maintaining compliance with global standards and driving transparency for internal and external stakeholders.

How you will add value

Core Responsibilities

• You will oversee performance and risk analysis processes.

• You will review portfolio performance and validate data accuracy.

• You will perform data checks and resolve exceptions to improve reporting quality.

• You will provide clear commentary on performance and risk metrics.

• You will identify and resolve complex data issues impacting reports.

Strategic Responsibilities

• You will ensure timely delivery of reports aligned with service agreements.

• You will manage requests and coordinate with investment teams.

• You will lead projects and represent the functional team.

Team & Collaboration

• You will consult on performance and risk for internal and external clients.

• You will stay current on industry trends and best practices

What will help you be successful in this role

Experience, Education & Certifications:

• Bachelor’s degree in Finance or related quantitative field.

• 8-10 years of relevant experience; Business Analyst background preferred.

• Progress toward CIPM, FRM, or CFA designation is a plus.

Technical Skills:

• Strong knowledge of securities, mutual funds, and financial instruments.

• Proficiency in SQL, Visual Basic, and Python.

• Experience with FactSet B-One and data management tools.

Soft Skills:

• Excellent written and verbal communication skills.

• Ability to build strong, collaborative relationships.

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

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered. 

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

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