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Portfolio Implementation Operations SpecialistO’Shaughnessy Asset Management (OSAM) is looking to hire a full-time Portfolio Implementation Operations Specialist as a member of the Portfolio Management Team. The candidate will work closely with our investment management team to assist in implementation of the firm’s investment strategies across client accounts.
Key responsibilities of the position include:Assist in the Implementing investment decisions for separately managed & unified managed accounts.
Daily monitoring of portfolio positioning, trade executions, cash management and compliance within client guidelines.
Reconcile daily transaction data and confirm trades were executed correctly.
Monitor asset allocation guidelines, model drift & dispersion along with annual tax budgets for tax sensitive portfolios.
Exposure to our CANVAS customized portfolio interface.
Facilitating client requests and events throughout the client's lifecycle, such as account openings, cash flows, rebalances and tax harvests.
Daily interaction with back-office operations to ensure proper & timely processing of client onboarding and requests.
Liaising with other departments internally, including Portfolio Management, Research, Compliance, Sales and Marketing, Trading, and Operations.
Identify & implement any areas of improvement.
Familiarity with Archer/XIP/Fix Flyer OMS/EMS desirable.
Series 65 or ability to obtain licensing upon hire.
Minimum experience in a similar role - 2 years.
Trading experience desirable
Knowledge of financial markets and portfolio management.
Ability to multi-task, prioritize and work effectively under a high standard.
Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
Proactive towards new challenges and problem-solving.
Strong excel skills and knowledge of Bloomberg.
To include salary, discretionary bonus, health insurance, vacation, and industry training.
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $91,000 - $107,000.
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Experience our welcoming culture and reach your professional and personal potential!Our culture is shaped by our diverse global workforce and strongly held core values. 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.
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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 a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Reimbursement for certain education expenses
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 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.
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