Head of Performance & Attribution
San Mateo
Thursday, 28 May 2026
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, Fact. Set, 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. Base salary range: $225,000-$275,000 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.