Investment Risk Manager - Tax Exempt / Taxable
Role description
From the employerAt Franklin Templeton, we believe success is built through powerful
partnerships. As a forward thinking asset manager, we build dynamic
relationships with clients, understand their goals, and navigate complex markets
together. We leverage cutting edge strategies and deep insights to unlock
opportunities for long term wealth creation. Our talented, global teams bring
expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse
business, we offer opportunities not only to help you reach your potential, but
also to contribute to our clients’ success.
THIS POSITION HAS A HYRBID SCHEDULE IN OUR SAN MATEO, BOSTON, OR NEW YORK
OFFICE.
ABOUT THE DEPARTMENT
Our Investment Risk team safeguards the quality and performance of the firm’s
fixed income strategies by providing quantitative insights, independent
analysis, and forward-looking risk guidance.
The group includes specialists in modeling, portfolio analytics, and financial
markets who work collaboratively with investment teams across asset classes.
Joining this team gives you the opportunity to influence portfolio construction,
strengthen decision making, and shape tools that support long-term investment
excellence.
HOW YOU WILL ADD VALUE
- You will oversee the implementation and analysis of quantitative risk models
for fixed income assets.
- You will monitor portfolio risk and deliver regular risk reviews.
- You will conduct independent research on risk and return sources.
- You will integrate research insights into investment strategies.
- You will partner with client service, portfolio management, and external
clients on quantitative topics.
WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE
Experience, Education & Certifications
- Quantitative undergrad (Engineering, Mathematics, Physics, etc.) with an MBA
or PhD in Economics, Finance, or a related field
- Five to seven years minimum of experience in quantitative analysis or risk
management within the financial services industry is essential
Technical Skills
- Expertise in risk factor modeling and platforms such as Aladdin, Bloomberg,
and Yield Book
- Proficiency with Microsoft Excel, VBA, SQL, Python, R, or similar analytical
tools
- Proficiency using AI to assist in analysis and research a plus
Soft Skills
- Strong written and verbal communication skills are important
- Ability to explain complex concepts to nontechnical audiences
- Collaborative mindset and comfort working with cross-functional teams
Applicants for employment must have work authorization that does not now, or in
the future, require sponsorship of a visa for employment in the United States.
Franklin Templeton offers employees a competitive and valuable range of total
rewards, monetary and non-monetary — designed to support their well-being and
recognize their time, talents, and results.
Along with base compensation, employees are eligible for an annual discretionary
bonus, a 401(k) plan with a generous match, and recognition rewards.
We also offer a comprehensive benefits package, which includes a range of
competitive healthcare options, insurance, and disability benefits, employee
stock investment program, learning resources, career development programs,
reimbursement for certain education expenses, paid time off (vacation / holidays
/ sick / parental & caregiving leave / bereavement / volunteering / floating
holidays) and a motivational wellbeing program.
We expect the annual salary for this position to range between $180,000 –
190,000 depending on location and level of relevant experience.
#MID_SENIOR_LEVEL
#LI-Hybrid
At Franklin Templeton, we believe your benefits should support your life, your
goals, and your future. That’s why we offer a comprehensive Total Rewards
package designed to help you thrive both personally and professionally.
HIGHLIGHTS OF OUR BENEFITS INCLUDE
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support
your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or
Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted
share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth
and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no
sales charge
Franklin Templeton is an Equal Opportunity Employer. We are committed to
providing equal employment opportunities to all applicants and 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.