This role defines the strategic direction for investment performance and attribution across the ... CFA and/or CIPM preferred. Franklin Templeton offers employees a competitive and valuable range of ...
This role defines the strategic direction for investment performance and attribution across the ... CFA and/or CIPM preferred. Franklin Templeton offers employees a competitive and valuable range of ...
Performance Reporting Manager
Dublin, OH · On-site
Certificate in Investment Performance Measurement (CIPM) preferred. * Experience with Morningstar Direct and Bloomberg preferred. * At least 3-5 years of experience in investment performance ...
Performance Reporting Manager
Dublin, OH · On-site
Certificate in Investment Performance Measurement (CIPM) preferred. * Experience with Morningstar Direct and Bloomberg preferred. * At least 3-5 years of experience in investment performance ...
This role defines the strategic direction for investment performance and attribution across the ... CFA and/or CIPM preferred. Franklin Templeton offers employees a competitive and valuable range of ...
This role defines the strategic direction for investment performance and attribution across the ... CFA and/or CIPM preferred. Franklin Templeton offers employees a competitive and valuable range of ...
Performance Reporting Manager
Dublin, OH · On-site +1
Certificate in Investment Performance Measurement (CIPM) preferred. * Experience with Morningstar Direct and Bloomberg preferred. * At least 3-5 years of experience in investment performance ...
Performance Reporting Manager
Dublin, OH · On-site +1
Certificate in Investment Performance Measurement (CIPM) preferred. * Experience with Morningstar Direct and Bloomberg preferred. * At least 3-5 years of experience in investment performance ...
This role defines the strategic direction for investment performance and attribution across the ... CFA and/or CIPM preferred. Franklin Templeton offers employees a competitive and valuable range of ...
This role defines the strategic direction for investment performance and attribution across the ... CFA and/or CIPM preferred. Franklin Templeton offers employees a competitive and valuable range of ...
Senior Investment Performance Analyst
Minneapolis, MN · On-site
$74K - $101K/yr
We are hiring a Senior Investment Performance Analyst to support initiatives specific to investment ... CIPM, CFA or eager to pursue * Proficiency with Microsoft Excel and Access Visa Sponsorship:
Senior Investment Performance Analyst
Minneapolis, MN · On-site
$74K - $101K/yr
We are hiring a Senior Investment Performance Analyst to support initiatives specific to investment ... CIPM, CFA or eager to pursue * Proficiency with Microsoft Excel and Access Visa Sponsorship:
Lead end-to-end investment performance and analytics oversight , including data governance ... CFA, CIPM, or similar professional designation strongly preferred Salary Range: $110,000 - $181,250 ...
Lead end-to-end investment performance and analytics oversight , including data governance ... CFA, CIPM, or similar professional designation strongly preferred Salary Range: $110,000 - $181,250 ...
Investment Risk & Performance Analyst
Wayzata, MN · On-site
$130K - $150K/yr
Professional certifications such as CFA or CIPM, or FRM required. Professional Experience * 15+ years of experience in investment performance, risk analysis, asset management, or a related analytical ...
Investment Risk & Performance Analyst
Wayzata, MN · On-site
$130K - $150K/yr
Professional certifications such as CFA or CIPM, or FRM required. Professional Experience * 15+ years of experience in investment performance, risk analysis, asset management, or a related analytical ...
Performance Analyst
Milwaukee, WI · On-site
$70K - $80K/yr
Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other ... CIPM Preferred Please note : This position does not offer sponsorship for employment visas.
Performance Analyst
Milwaukee, WI · On-site
$70K - $80K/yr
Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other ... CIPM Preferred Please note : This position does not offer sponsorship for employment visas.
Performance Analyst
Milwaukee, WI · Hybrid
$70K - $80K/yr
Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other ... CIPM Preferred Please note : This position does not offer sponsorship for employment visas.
Performance Analyst
Milwaukee, WI · Hybrid
$70K - $80K/yr
Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other ... CIPM Preferred Please note : This position does not offer sponsorship for employment visas.
Lead end-to-end investment performance and analytics oversight , including data governance ... CFA, CIPM, or similar professional designation strongly preferred Salary Range: $110,000 - $181,250 ...
Lead end-to-end investment performance and analytics oversight , including data governance ... CFA, CIPM, or similar professional designation strongly preferred Salary Range: $110,000 - $181,250 ...
Business Analyst - Head of Investment Performance & Analytics (GIPS), VP - SSIM
Boston, MA · On-site
$110K - $181K/yr
Lead end-to-end investment performance and analytics oversight , including data governance ... CFA, CIPM, or similar professional designation strongly preferred Salary Range: $110,000 - $181,250 ...
Business Analyst - Head of Investment Performance & Analytics (GIPS), VP - SSIM
Boston, MA · On-site
$110K - $181K/yr
Lead end-to-end investment performance and analytics oversight , including data governance ... CFA, CIPM, or similar professional designation strongly preferred Salary Range: $110,000 - $181,250 ...
Performance Analyst
Milwaukee, WI · Hybrid
$70K - $80K/yr
Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other ... CIPM Preferred Please note : This position does not offer sponsorship for employment visas.
Performance Analyst
Milwaukee, WI · Hybrid
$70K - $80K/yr
Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other ... CIPM Preferred Please note : This position does not offer sponsorship for employment visas.
Staff Software Engineer, Investment Performance and Analytics
Reno, NV · On-site
$139K/yr
... CIPM or related performance measurement certification • Expertise in performance measurement ... the investment management industry. Founded in 2018, the company is headquartered in Incline ...
Staff Software Engineer, Investment Performance and Analytics
Reno, NV · On-site
$139K/yr
... CIPM or related performance measurement certification • Expertise in performance measurement ... the investment management industry. Founded in 2018, the company is headquartered in Incline ...
Completion of or progress towards CFA, CIPM or related performance measurement certification ... for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both ...
Completion of or progress towards CFA, CIPM or related performance measurement certification ... for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both ...
Staff Software Engineer, Investment Performance and Analytics
Reno, NV · On-site
$139K/yr
Completion of or progress towards CFA, CIPM or related performance measurement certification ... for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both ...
Staff Software Engineer, Investment Performance and Analytics
Reno, NV · On-site
$139K/yr
Completion of or progress towards CFA, CIPM or related performance measurement certification ... for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both ...
Business Analyst Performance Product, Officer
$65K - $113K/yr
... within the Investment Performance Analytics Product Development Team to work with Product ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Business Analyst Performance Product, Officer
$65K - $113K/yr
... within the Investment Performance Analytics Product Development Team to work with Product ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
In this role, you will partner with investment professionals and senior leaders to address complex ... CFA, CIPM, or CAIA preferred or willingness to pursue Note: Fidelity is not providing immigration ...
In this role, you will partner with investment professionals and senior leaders to address complex ... CFA, CIPM, or CAIA preferred or willingness to pursue Note: Fidelity is not providing immigration ...
In this role, you will partner with investment professionals and senior leaders to address complex ... CFA, CIPM, or CAIA preferred or willingness to pursue Note: Fidelity is not providing immigration ...
In this role, you will partner with investment professionals and senior leaders to address complex ... CFA, CIPM, or CAIA preferred or willingness to pursue Note: Fidelity is not providing immigration ...
Experience working with IBOR data in an investment, performance, or risk context a plus. * Progress towards, or interest in, professional designations such as CFA, CAIA, and/or CIPM a plus. * An ...
Experience working with IBOR data in an investment, performance, or risk context a plus. * Progress towards, or interest in, professional designations such as CFA, CAIA, and/or CIPM a plus. * An ...
Cipm Investment Performance information
See salary details
$32.5K - $39.7K
22% of jobs
$39.7K - $47K
0% of jobs
$49K is the 25th percentile. Wages below this are outliers.
$47K - $54.2K
10% of jobs
$54.2K - $61.4K
5% of jobs
The median wage is $66.8K / yr.
$61.4K - $68.6K
17% of jobs
$68.6K - $75.9K
16% of jobs
$79.5K is the 75th percentile. Wages above this are outliers.
$75.9K - $83.1K
10% of jobs
$83.1K - $90.3K
4% of jobs
$90.3K - $97.5K
9% of jobs
$97.5K - $104.8K
6% of jobs
$104.8K - $112K
1% of jobs
$32.5K
$68.2K
$112K
How much do cipm investment performance jobs pay per year?
What are the typical daily responsibilities of someone in a CIPM Investment Performance role?
Professionals in CIPM Investment Performance roles are typically responsible for calculating and verifying portfolio returns, producing performance reports, and analyzing investment results against industry benchmarks. You may also assist with GIPS compliance, respond to client inquiries, and present performance attribution analysis to both internal stakeholders and clients. Daily tasks often involve collaborating with portfolio managers, operations teams, and client service professionals to ensure data accuracy and timely delivery of reports. This role is analytical in nature and requires a regular review of processes to maintain high standards of performance measurement and reporting.
What is a CIPM Investment Performance job?
A CIPM Investment Performance job involves analyzing and reporting investment returns, assessing portfolio performance, and ensuring compliance with industry standards like the GIPS (Global Investment Performance Standards). Professionals in this role use performance attribution, risk analysis, and benchmarking to evaluate investment strategies. They often work for asset managers, investment firms, or financial institutions, providing insights to improve decision-making. CIPM (Certificate in Investment Performance Measurement) certification is highly valued in this field, demonstrating expertise in performance evaluation and ethical reporting.
What are the key skills and qualifications needed to thrive in the Cipm Investment Performance position, and why are they important?
To thrive in a CIPM Investment Performance role, you need a solid understanding of investment performance measurement, portfolio analytics, and strong quantitative skills, typically supported by a relevant finance or accounting degree and the CIPM (Certificate in Investment Performance Measurement) designation. Expertise with performance measurement tools, such as FactSet, Bloomberg, and advanced Excel, as well as familiarity with Global Investment Performance Standards (GIPS), is usually required. Strong attention to detail, excellent communication, and problem-solving skills help you interpret complex data and collaborate effectively with portfolio managers and clients. These skills and qualities are crucial to ensure accuracy, clear reporting, and the delivery of actionable insights in the highly regulated investment management industry.
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 16 days ago
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 & AttributionThe 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 thefirmwide investment performance and attribution visionaligned to investment philosophy, client experience & expectations, and platform strategy.
Shapes how investment performance and attribution informsinvestment decisionmaking, product design, and portfolio construction.
Sponsors major transformation initiatives (e.g., enterprise platform transitions, AIenabled analytics, data strategy).
Influencesclient reporting, regulatory posture, and boardlevel reporting standards.
Sets longterm 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.
Global Investment Performance and Attribution Leadership
Own the endtoend investment performance and attribution function across equity, fixed income, and multiasset, ensuring consistent standards, governance, and quality globally.Insight & Decision Support
Deliver clear, investmentrelevant 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.
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 accommodations@franklintempleton.com. 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.