Senior Performance Analyst (GIPS Standards)

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!

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified 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 is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.
For more firm information, please visit www.osam.com

OSAM is hiring a Senior Performance Analyst to join the team. The position location will ideally be Stamford, CT, or New York City with a hybrid work schedule available.

The Performance team at OSAM is responsible for GIPS compliance as well as timely and accurate performance reporting and related analytics for all accounts and strategies. The team also works to provide valuable insights to clients to explain account performance and demonstrate the firm’s value-add. This position entails creating new composites, ensuring GIPS compliance, and assisting with the annual GIPS verification. The ideal candidate is highly analytical with strong problem-solving skills and proficiency in SQL. A background of 5+ years in investment performance analysis, including GIPS standards and various investment products, is required.

• Ensuring firmwide GIPS compliance and annual GIPS Verification

• Creating composites for new products (including leverage, derivatives, alternatives, etc.)

• Enhancing capabilities to scale a business with a rapidly growing account and asset base. Potential to add upwards of 100 composites in the next year.

• Performance reporting across all accounts and strategies on a monthly and quarterly basis

• Facilitating documentation of policies and procedures

• Liaising with marketing to create relevant marketing materials for strategies in a timely manner and develop new materials for new products

• Developing and maintaining new and existing metrics and tools to support marketing, sales, and client service teams

• Ensuring integrity of data on Client Performance Portal

• Supporting standard industry and proprietary attribution analysis and reporting

• Handling ad hoc requests for performance related information

• Support development and execution of team roadmap to ensure initiatives and activities are aligned with broader organization and driven to successful completion

• 5+ years in an investment performance analyst/management role, ideally working with an array of investment products (equity, fixed income, multi-disciplinary accounts, options overlays, long/short, alternatives, etc.)

• Expertise in GIPS and experience developing processes to ensure GIPS compliance as well as increase operational efficiencies

• The ideal candidate is highly analytical and process-oriented with knowledge of GIPS and a strong understanding of investment performance analytics. Adept at problem solving and delivering in a timely manner.

• History in direct indexing and tax managed performance calculations preferred

• Understanding of investment performance calculations for a variety of products

• Strong analytical, mathematical, and problem-solving skills

• Client service focused

• High level of attention to detail

• Programming capabilities in SQL. Other programming knowledge, such as C#, and Python a bonus. Understanding of or familiarity with Object-Oriented Programming concepts a bonus

• Bachelor’s degree in finance, economics, math, or related analytical discipline or equivalent experience

• CFA or CIPM designations a plus

Compensation Range: 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 $105,400 - $124,100, depending on location and level of relevant experience, plus discretionary bonus.

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