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Investment Risk Reporting - 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!
The role is responsible for providing independent, day-to-day oversight of investment, market, credit, and liquidity risks across mutual fund schemes. The position integrates risk analytics with performance and attribution analysis to ensure portfolios remain aligned with scheme mandates, regulatory requirements, and internal risk policies. The role holder works closely with the Investment team and other stakeholders, while maintaining independence of judgement, strong governance standards, and effective risk challenge.
Key Responsibilities:
Investment Risk Monitoring:
- Perform detailed portfolio risk analysis and monitor portfolio performance across equity and fixed-income schemes.
- Identify and proactively manage emerging risks arising from macroeconomic developments, market conditions, and regulatory changes.
- Monitor interest rate, spread, and concentration risks, including tracking of duration, modified duration, convexity, key rate duration, and scenario/stress-testing outcomes.
- Review portfolio positioning versus benchmarks and mandated objectives; assess drawdowns and volatility.
- Generate risk insights on portfolios arising from rate movements, yield-curve shifts, and macroeconomic events.
- Monitor equity risk metrics including portfolio beta, tracking error, active share, and factor exposures relative to benchmarks.
- Track sector, style, and market-capitalisation concentrations, top holdings, and single-name exposure limits.
- Review performance attribution analysis including allocation and stock-selection effects and evaluate whether outperformance or underperformance is commensurate with the level of risk undertaken.
- Compute and monitor regulatory liquidity ratios across applicable schemes in line with internal and regulatory frameworks.
- Assess liquidity risks under normal and stressed market conditions and escalate concerns where required.
- Ensure adherence to Risk Management Framework, and work as a credible second line defence to business teams for risk related matters
Governance, Reporting & Controls:
- Prepare risk dashboards, breach reports, exception summaries, and stress-testing outputs for Senior Management and governance committees.
- Ensure ongoing adherence to SEBI (Mutual Funds) Regulations, AMFI Best Practices, and internal risk policies.
- Review risk policies, frameworks, and methodologies periodically and always ensure consistent compliance.
- Ensure timely reporting of identified risks and outliers the notice to his/her manager and to CEO / CRO
- Own and drive strong risk conscious culture across the firm and, specifically across your department and functional area.
Process Improvement & Stakeholder Engagement:
- Drive continuous process-improvement initiatives within the Risk Management function, with a focus on automation, accuracy, and efficiency.
- Work closely with Investment, Compliance, Operations, and Technology teams to ensure robust and compliant risk identification, monitoring, mitigation, and reporting processes.
Skills Required:
- Strong analytical capability with excellent communication, influencing, and interpersonal skills, including the ability to engage effectively with senior management.
- Sound understanding of equity and fixed-income risks and their interaction with domestic and global macroeconomic factors.
- Strong appreciation of market structures, business drivers, and regulatory frameworks.
- Demonstrated ability to reduce manual intervention in risk processes and build effective control checks and exception-management mechanisms.
- High degree of ownership, attention to detail, and strong adherence to timelines.
- Collaborative mindset with the ability to work across cross-functional teams.
Qualifications & Technical Knowledge:
- Professional qualification such as CA, CFA, FRM, or MBA (Finance) preferred.
- 5–7 years of relevant experience in Asset Management, Bank Treasury, or Risk Consulting, with exposure to both equity and fixed-income risk.
- Comfortable working with risk systems (e.g., Aladdin, Barra, Factset and internal tools), Bloomberg, and market-data platforms.
- Advanced proficiency in Microsoft Excel, including Power Query, Pivot Tables, data modelling, and complex formula-based risk computations.
- Practical exposure to VBA / macro-based automation for automating risk reports and controls.
- Value-add skills: familiarity with Python for analytics and Power BI dashboards.
Work Shift Timings - 9:00 AM - 6:00 PM IST
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 them covered.
Highlights of our benefits include:
- Professional development growth opportunities through in-house classes and over 150 Web-based training courses
- An educational assistance program to financially help employees seeking continuing education
- Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
- Life insurance for protection of employees’ families
- Personal accident insurance for protection of employees and their families
- Personal loan assistance
- Employee Stock Investment Plan (ESIP)
- Annual recognition programme
- Volunteer services and paid time off for volunteering
- 12 weeks Paternity leave
- Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city
- Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city
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 or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment 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.
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