Investment Risk Manager - Fixed Income
Company: Franklin Templeton
Posted on: November 25, 2022
At Franklin Templeton, everything we do is focused on one thing
- delivering better client outcomes. We do that by partnering
closely with our clients, assessing their strategic needs, and
identifying the solution or solutions that can meet the challenge.
Over 9,500 employees working in 34 countries around the world are
dedicated to servicing investment solutions for our clients in more
than 160 countries. For more than 70 years our success has been a
direct result of the talent, skills and persistence of our people,
and we are looking for qualified candidates to join our team.What
is the opportunity?At Franklin, risk management is at the core of
the business. The Investment Risk Management Group (RISK) is
looking for an Investment Risk Manager in the America time zone to
work with senior members of the FTFIG (Franklin Templeton
Fixed-Income Group) RISK team to independently manage the risk for
specific asset classes, provide insight and thought leadership to
the RISK team and the investment team regarding persistent risks
and developing risks, work collaboratively with RISK, Technology,
and investment teams to identify and build tools and applications
for use in managing the investment risk of fixed-income portfolios,
and contribute to the evolution of the RISK team as a leader. This
position is a high visibility career opportunity for a candidate
with solid risk management experience of institutional and mutual
fund portfolios and strong technical skills. The RISK team works
collaboratively with the investment teams and has formed good
working relationships.The position will be challenging, exciting,
and rewarding as the candidate will have contact with investment
teams who manage billions of dollars, and gain experience to many
fixed-income sectors (e.g., high yield, investment grade, MBS,
Government, Floating Rate, Munis), derivatives, and strategies.This
position can be located in one the following office locations:
Baltimore, MD; Ft. Lauderdale, FL; Toronto-Canada; Calgary-Canada;
Mexico City; Sao Paulo-Brazil. Must have work authorization for the
location desired.What are the ongoing responsibilities?
- Oversee the independent risk management of the High Yield and
Floating Rate (Bank Loans) strategies.
- Identify persistent risks and developing risks of the
strategies, develop insights and recommendations, document these
risks, communicate insights and recommendations to RISK management,
and present these findings and suggestions to the investment teams
on a regular basis.
- Contribute insight to the impact to Multisector portfolios from
persistent and developing risks of High Yield and Floating Rate
sectors and make recommendations.
- Review or establish appropriate internal guidelines for the
High Yield and Floating Rate portfolios, monitor these guidelines,
and report exceptions on a regular basis.
- Contribute to review of current risk system and risk measures
and analytics from this system and provide recommendations for
improvement; contribute to review of potential alternative risk
- Be an ambassador for conveying the mission of the RISK
department and the framework of independent risk management
including the guideline and escalation procedure and explain these
concepts in client meetings when necessary.
- Represent RISK at committee meetings such as the Complex
Securities Committee meetings.
- Lead the risk team in identifying projects for creation of
tools and applications to improve our efficiency, defining
requirements, prototyping, designing, and getting the projects
implemented and delivered.
- Collaborate with Investment Risk Services (RINO) to ensure
proper use of technology and analytical platforms supported by the
Risk Transformation team.
- Collaborate with Technology Teams to ensure that software
created conforms to engineering best practices, including making
sure the code is well-documented and easily readable.
- Mentor junior personnel by providing investment risk management
training and sharing fixed income knowledge.What ideal
qualifications, skills and experience would help the Investment
Risk Manager be successful?
- At least 10 years of investment risk management experience,
particularly in High Yield and/or Floating Rate (Bank Loans).
Previous portfolio management experience will be considered.
- CFA and FRM
- Masters or above preferably in finance, financial engineering
or math, statistics, or other quantitative discipline with courses
in finance and economics. MBAs will be considered.
- Strong quantitative skills.
- Strong technical skills. In particular 3+ years of Power BI and
SQL experience preferred. Tableau, Python, Excel macro, VBA and
other programming skills will be considered.
- Experience with Bloomberg PORT preferred.
- Strong verbal and written communications skills.
- Ability to work independently but also collaboratively, think
out-of-the-box and provide analysis and recommendations with
credibility and confidence.
- Ability to manage multiple projects but focus on and complete
priority tasks.#LI-HYBRID#MID-SENIOR-LEVELWhat makes Franklin
Templeton unique?In addition to the dynamic and professional
environment at Franklin Templeton, we strive to ensure that our
employees have access to a competitive and valuable set of Total
Rewards-the mix of both monetary and non-monetary rewards provided
to you in recognition for your time, talents, efforts, and
results.Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 75% 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 centerWe believe that
being a good corporate citizen is good business. To us, corporate
citizenship means being accountable, serving our clients, being an
employer of choice, managing our environmental impact, and
supporting our communities. An emphasis on corporate citizenship is
embedded in our culture and values, and is an important element of
how we achieve success.We are also committed to your learning and
development with resources focused around Experience, Exposure, and
Education, to help you achieve your professional development goals.
Take some time to, meet some of our people, and see what it means
to say, "I AM Franklin Templeton".Franklin Templeton is an Equal
Opportunity Employer. We are committed to equal employment
opportunity for 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. We invite you to visit us at
Franklin Templeton Careers to learn more about our company and our
career opportunities.Franklin Templeton is committed to fostering a
diverse and inclusive environment. If you believe that you need an
accommodation to search for, or apply for, one of our positions
please send an email to accommodations@FranklinTempleton.com . In
your email, please include the accommodation you are requesting and
the job title and 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 requests for accommodations will receive a
Keywords: Franklin Templeton, Bethesda , Investment Risk Manager - Fixed Income, Executive , Bethesda, Maryland
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