O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.
For more firm information, please visit www.osam.com
CANVAS is a revolutionary custom indexing platform that enables financial advisors to create personalized, tax-efficient portfolios at scale. Our investment team is hiring a Portfolio Manager (Custom Indexing) - CANVAS ® to join the team in either New York, Stamford, CT, or other nearby location. Come join our growing team and help shape the future of investing!
What are the Responsibilities of the Investment Team?The guiding philosophy of the firm is Learn, Build, Share, Repeat, and the investment team is dedicated to this evolutionary cycle. Portfolio Managers at OSAM operate under a generalist model. We believe that Portfolio Managers should possess deep knowledge and demonstrated mastery of every aspect of the lifecycle of a portfolio—from quantitative idea generation to trade implementation—regardless of portfolio objective—passive, factor, income, or defensive. Our ongoing research is a scientific process using the combination of statistics, math, and computer science applied to finance.
What are the Responsibilities of the Portfolio Manager?Portfolio Managers are responsible for activities within multiple functional areas. The PM’s task is to continue to advance our investment capabilities in each area:
Factor Signals – researching new and improving existing alpha-oriented factors
Portfolio Construction – working with our analysts and developers to maintain and refine our portfolio construction processes
Tax Management – enhancing our tax loss harvesting framework and optimizations
Risk Management – monitoring portfolios for adherence to client-driven mandates and risk and tax budgets
Implementation – work on a daily basis with our implementation team to facilitate trading in client accounts
Platform Capabilities – work with our analysts and developers to refine the tools used to effectively research, manage, and implement client portfolios.
The ideal candidate will have demonstrated an ability to make investment decisions, prioritize projects, and work collaboratively with teams. Candidates should have experience managing live portfolios, utilizing risk models, optimization, and/or quantitative portfolio construction.
Practical knowledge of computational methods like regression, optimization, statistical analyses, etc.
Coding skills, for example: Python, C#, and/or SQL (preference for candidates with C# experience, but not required)
Strong knowledge of relational data structures
Experience in quantitative portfolio management or direct indexing (custom indexing) preferred, however, ideal candidates should have at least 5 years of experience
Ability to communicate effectively
CFA preferred
Ability to work in the US without requiring current or future sponsorship
Competitive compensation package, including competitive salaries, discretionary bonus, health insurance, vacation and industry training
Flexible work location including remote, hybrid and in-office options
Collaborative, intellectually curious work environment, offering exposure to all areas of a leading investment management firm
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 annual salary for this position to range between $195K - $225K, depending on level of relevant experience, plus discretionary bonus.
Key words: Direct Indexing, Custom Indexing, passive management, Python
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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 them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
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.
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