Patrick Motta has over 20 years of experience in investment performance and risk management at Franklin Templeton Investments. He has expertise in risk management, quantitative analysis, performance measurement, and portfolio optimization. Motta has held roles such as Risk Manager, Senior Risk Analyst, Senior Performance Analyst, and Mutual Fund Senior Accountant at Franklin Templeton, where he has developed risk management programs, attribution analysis, and reporting solutions using various systems. He currently provides risk management, monitoring, reporting, risk budgeting, and quantitative portfolio construction services.

1. PAT RICK MOT T A
Plantation, FL 33317 954.249.4895
www.linkedin.com/in/patrick-motta-12a9358 motta.patrick@gmail.com
IN VESTMEN T PER FOR MAN C E & RISK MAN AGER
A top-performing, experienced Investment Risk Manager at Franklin Templeton Investments providing all aspects
of investment risk management, monitoring, reporting, risk budgeting, and quantitative portfolio construction
ensuring that the risks are understood and intended in order to deliver investment products with superior risk -
adjusted returns. Credited with developing projects that strengthen the business unit’s infrastructure. Extensive
expertise of risk management, project management, attribution and performance analysis, and quantitative
analysis. Produced proven results with scalable tools to manage growing and developing investment divisions.
Exceptional quantitative and analytical abilities which deliver proven results. Skillfully maintained resourcefulness
and entrepreneurial spirit during the department’s continued growth in size and capabilities. Takes the initiative in
self-directed program development and services to meet Franklin Templeton’s objectives. Dedicated and
motivational manager leading enthusiastic teams to deliver excellent services and long-term client relationships.
Technical proficiency in FactSet, Base-Two Investment Systems Performance Attribution Systems (PAS), MSCI
Barra One, MSCI Barra Portfolio Manager, Northfield Information Systems, APT, eVestment, Lipper , and
Morningstar.
Professional Affiliations: CFA Institute – member of CFA South Florida Society; Global Association of Risk
Professionals (GARP)
Areas of Expertise
 Risk Management
 Quantitative Analysis
 Risk Factor Model Analysis
 Performance Measurement
 Competitor Peer Analysis
 Analytical Expertise
 Portfolio Optimization
 Performance Attribution
 Program Development
Professional Experience
FRANKLIN TEM PLETON INVESTM ENTS, FORT LAUDERDALE, FL 1995 – 2016 (April)
PORTFOLIO ANALYSIS & INVESTM ENT RISK GROUP (2006 – 2016)
RISK MANAGER
 Provide senior management and portfolio managers with detailed performance, risk, attribution, fundamental
characteristics and commentary analysis to identify drivers of key portfolio performance risks.
 Consultant for Franklin World Perspectives, Franklin Bissett Group, Templeton Global Equity Group and
Franklin Pelagos Group investment divisions.
 Risk manager/consultant responsible for over $100 billion in assetsfor Templeton GlobalEquity Group portfolio
2008-2012.
 Risk manager/consultant for Franklin Equity International Growth and Domestic Value divisions 2006-2007.
 Provided hot-spot analysis by developing a “risk-trigger” report across investment division platforms.
 Created investment division dashboard and reporting framework for CIO’s monthly, quarterly, and ad-hoc
reviews.
 Significantly contributed to a comprehensive “Portfolio Review” package development utilizing FactSet.
 Implemented “Economic Exposure” reports for further analysis based on MSCI’s revenue-exposure
methodology.
 Developed portfolio optimization models for large insurance clients to create a hedged replicating portfolio.
 Executed and maintained “Scenario Analysis” reporting and portfolio stress-testing research.
 Significantly reduced costs and man hours by consolidating attribution process to a single platform.
 Influential to development of FactSet Publisher streamlined reporting process for quarterly board meetings.
 Performed portfolio backtests and optimization research for internal Japan portfolio.
 Managed a mini team of analysts for each investment division with commensurate training and development.
 Coordinated with various tech departments for programmed system development and enhancements.

2. PATRICK MOTTA
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AVP/SENIOR RISK ANALYST (2001 – 2005)
 Instrumental in the development and maintenance of a comprehensive risk management program utilizing
Barra and Northfield risk tools.
 Assisted implementation and managed Risk and Performance Management database for consolidated portfolio
vision and risk assessment across multiple business lines.
 Built a reporting and risk dashboard for portfolio positioning and key data exposure throughout various
investment divisions.
 Trained and managed junior analyst for system maintenance operations group domestically and in India.
 Developed procedures and documentation for standardized department processes.
 Assigned to Franklin Equity Domestic Growth as risk analyst for initial portfolio prototype reviewprocess 2003-
2006.
AVP/SENIOR PERFORMANCE ANALYST (1999 – 2000)
 Produced build-out of attribution effort for Templeton Investment Group to meet performance demands.
o Managed enhancements, requirements and best practices for attribution analysis.
o Trained and managed a team of analysts domestically and in India to understand and maintain the
attribution operations.
o Collaborated with internal departments on identifying accounting system issues with transaction
methodologies that would impact attribution calculations. Followed through on resolution and new
procedural implementation.
 Developed quarterly retail fund and institutional composite performance attribution reports and commentary.
 Provided scheduled attribution reports and guidance to external clients.
 Piloted research for ad hoc requests and explained performance/risk data.
 Developed and managed various composites aligned with Global Investment Performance Standards.
 Senior user relationship manager with third-party providers.
SENIOR PERFORMANCE ANALYST (1997 – 1998)
 Completed design, build and management of initial attribution effort utilizing the accounting syste m’s daily
transaction initial prototype and Base-Two’s PAS.
 Expertly performed portfolio and composite calculations, and performance presentation standards for
investment results.
 Managed systems and databases, maintained accuracy and integrity of static and time series data across
portfolios, benchmarks or other performance data.
 Provided monthly and quarterly performance reports to portfolio managers, marketing teams and clients.
 Collaborated interdepartmentally to develop and review performance charts, graphs and presentations for
marketing and client-reporting.
MUTUAL FUND SENIOR ACCOUNTANT (1995 – 1997)
 Performed all accounting functions, computed daily NAV and associated data for assigned funds in accordance
with established policies and protocols.
 Maintained and completed all monthly scheduled reports and reconciled with custodian ledgers.
 Coordinated with external auditors on financial statement reviews for annual funds audit.
Education & Training
Master of Business Administration (2000)
UNIVERSITY OF MIAMI | Miami, FL
Bachelor of Science in Business Administration in Finance (1992)
TENNESSEE TECHNOLOGICAL UNIVERSITY | Cookeville, TN