Head of Performance & Attribution
Job Description
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 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!
Head of Performance & Attribution
The Head of Performance & Attribution provides enterprise leadership for performance & attribution as a core investment enablement capability. This role defines the strategic direction for investment performance and attribution across the firm, ensuring the function supports investment decision-making, client reporting, platform modernization, and data-driven operating excellence.
What is Franklin Templeton Services (FTS) Responsible for?
The Head of Performance & Attribution is a key leader within Franklin Templeton Services (FTS), which is responsible for core operational capabilities that support Franklin Templeton’s investment platform, including fund accounting, investment operations, client reporting, investment data, and shareholder servicing. With a broad global footprint, the organization provides the scale, controls, and service infrastructure needed to support investment execution, oversight, reporting, and client delivery across regions and business lines.
What are the ongoing responsibilities?
Owns the firmwide investment performance and attribution vision aligned to investment philosophy, client experience & expectations, and platform strategy.
Shapes how investment performance and attribution informs investment decision‑making, product design, and portfolio construction.
Sponsors major transformation initiatives (e.g., enterprise platform transitions, AI‑enabled analytics, data strategy).
Influences client reporting, regulatory posture, and board‑level reporting standards.
Sets long‑term capability roadmap and investment priorities.
Builds and leads high-performing global teams, fostering a culture of accountability, collaboration, and continuous improvement while developing talent and strengthening organizational capability.
Strategic Accountabilities
Global Investment Performance and Attribution Leadership
Own the end‑to‑end investment performance and attribution function across equity, fixed income, and multi‑asset, ensuring consistent standards, governance, and quality globally.Insight & Decision Support
Deliver clear, investment‑relevant investment performance and attribution insights that explain portfolio results and support portfolio manager dialogue, fund boards, and client reviews.Operating Model & Controls
Establish and maintain robust investment performance and attribution governance, controls, KPIs, and escalation frameworks to ensure accuracy, transparency, and auditability.Data, Systems & Transformation
Champion data quality and process excellence; partner with technology and data teams to enhance investment performance and attribution platforms, automate controls, and support major transformation initiatives.
What will help you be successful in the role?
A minimum of 10+ years of asset management experience, including significant expertise in investment performance and attribution.
Demonstrated leadership of complex investment performance and attribution teams or related investment operations functions in a global environment.
Deep knowledge of attribution methodologies across equity, fixed income, multi-asset, and alternative strategies.
Experience with leading analytics and investment data platforms, including solutions such as Aladdin, FactSet, and Bloomberg.
Hands-on experience with Aladdin, including its application across investment workflows, performance analytics, and operating model transformation.
Deep knowledge of GIPS and other related investment performance methodologies.
Executive presence and change leadership capability, with the adaptability and resilience to lead through transformation, align teams, and drive enterprise-wide adoption in a dynamic environment. Bachelor’s degree required; CFA and/or CIPM preferred.
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 / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $225,000 - $275,000, depending on level of relevant experience, plus discretionary bonus.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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.
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 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.
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 [email protected]. 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.