Job Description

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

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 an Associate Portfolio Manager (APM) to join our Investment Team. The position location could be Stamford, CT, or New York City with hybrid work schedule. The APM will support the broader Investment Team in maximizing the tax efficiency of long-short and long-only equity portfolios by continually evaluating portfolio performance, risk, and tax parameters.

What are the ongoing responsibilities of the Associate Portfolio Manager?

Associate Portfolio Managers are responsible for activities within multiple functional areas. The APM’s task is to continue to advance our investment capabilities in each area under the direction of PMs:

• Conduct daily portfolio management duties for long-short and long-only passive, factor, and active portfolios, including monitoring, transitioning, and rebalancing.

• Contribute to the improvement of our diagnostic, analytical, and research platforms for monitoring accounts.

• Work with our Portfolio Managers, analysts, and developers to maintain and refine our tax management and portfolio construction processes.

• Monitoring portfolios for adherence to client-driven mandates and risk and tax budgets

• Work daily with our Portfolio Solutions and Client Service teams to facilitate trading in client accounts.

• Clearly communicate findings and recommendations to the broader team.

What ideal qualifications, skills & experience would help someone to be successful?

The ideal candidate will have demonstrated an ability to prioritize projects and work collaboratively with teams. Candidates should have some experience managing portfolios, utilizing risk models, optimization, and/or quantitative portfolio construction.

• Degree in Finance, Computer Science, Statistics, Math, Engineering, or a related field.

• Practical experience and knowledge of computational methods like regression, optimization, statistical analyses, etc.

• CFA designation preferred, but not required.

• Coding Skills, for example: Python, SQL.

• Experience in quantitative portfolio management, extension strategies (i.e. 130/30), long/short, or market neutral is preferred, however, candidates should have 2- 5 years of experience.

• Candidates should be detail oriented and process driven.

• Ability to communicate effectively.

• Ability to work in the US without requiring current or future sponsorship.

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 USD $150,000.00-$165,000.00 plus discretionary bonus.

#LI-Hybrid

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.