Franklin Templeton Investments

Senior Investment Data Analyst

Franklin Templeton Investments

San Mateo, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a highly skilled and experienced data analyst with a passion for investments? Do you thrive in a fast-paced and dynamic work environment? Look no further, as Franklin Templeton Investments is seeking a Senior Investment Data Analyst to join our team. In this role, you will play a crucial role in providing critical insights and analysis to support our investment decisions. We are looking for a detail-oriented individual with strong analytical skills and a deep understanding of the financial markets. If this sounds like you, read on to learn more about this exciting opportunity.

  1. Conduct in-depth analysis of investment data to support decision-making processes.
  2. Collaborate with portfolio managers and other investment professionals to identify key data points and provide insights and recommendations.
  3. Develop and maintain complex financial models and databases to track and analyze investment performance.
  4. Monitor and evaluate market trends and changes to identify potential risks and opportunities.
  5. Communicate findings and recommendations to senior management and other stakeholders in a clear and concise manner.
  6. Ensure accuracy and integrity of all data and reports produced.
  7. Stay up-to-date with industry developments and best practices in data analysis and investment management.
  8. Conduct ad-hoc analysis and special projects as assigned.
  9. Continuously identify and implement process improvements to enhance efficiency and effectiveness.
  10. Mentor and train junior data analysts, providing guidance and support as needed.
  11. Collaborate with IT and other departments to ensure data systems and processes are optimized for investment analysis.
  12. Adhere to all regulatory and compliance requirements related to investment data analysis.
  13. Handle sensitive and confidential information with the highest level of discretion and professionalism.
  14. Proactively identify and address data quality issues and work to resolve them in a timely manner.
  15. Support the development and implementation of new technologies and tools to improve data analysis capabilities.
  16. Foster a positive and collaborative work environment within the team and across departments.
Where is this job?
This job is located at San Mateo, CA, USA
Job Qualifications
  • Bachelor's Or Master's Degree In Finance, Economics, Data Analytics Or A Related Field.

  • Minimum Of 5 Years Of Experience In Investment Data Analysis, Preferably In The Asset Management Industry.

  • Strong Understanding Of Financial Markets, Investment Strategies, And Portfolio Performance Analysis.

  • Proficiency In Data Analysis Tools And Programming Languages Such As Sql, Python, And R.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Convey Complex Data Insights To Various Stakeholders.

Required Skills
  • Data Analysis

  • Database Management

  • Financial Modeling

  • Quantitative Analysis

  • Data Visualization

  • Portfolio Management

  • Risk assessment

  • Market trends

  • performance tracking

  • Investment Research

  • Investment Strategies

  • Asset

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Work ethic

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Investment Data Analyst in San Mateo, CA, USA is $90,000 - $120,000 per year. This can vary based on the specific company, experience level, and skills of the individual. Factors such as bonuses, benefits, and other forms of compensation may also impact the overall salary for this position.

Additional Information
Franklin Templeton Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 21st, 2024
Apply BeforeMay 22nd, 2025
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About Franklin Templeton Investments

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.

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