Business Management Project Analyst
Business Management Project Analyst
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$ 160000 - 185000
1 Vacancy
Job Description
OShaughnessy 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 youll get exposed to different cultures people and business development happening around the world.
OShaughnessy 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 longstanding 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 aftertax outcomes.
For more firm information please visit www.osam
Position Summary:
OShaughnessy Asset Management (OSAM) is hiring a Business Management & Project Analyst to join the Business Management Team.
The position location will ideally be Stamford CT or New York City with hybrid work schedule.
What are the ongoing responsibilities of the Business Management & Project Analyst
The Business Management & Project Analyst will provide essential support for the numerous projects and new product launches within Canvas and across Custom Client Solutions (CCS). This role will enhance the tracking and scoping of our key initiatives through capabilities in each area:
Help design and draft strategic planning and update decks
Work on special projects to help articulate and present our strategic business plans
Partner/liaise with leaders across the group to aggregate and/or analyze data facilitate key initiatives
Support and/or lead projects within the business
Conduct ad hoc analysis on new commercial opportunities
Help with strategic review and document evaluation of strategic partnerships (i.e. new partnerships acquired businesses etc.
What ideal qualifications skills & experience would help someone to be successful
7 10 years of investment industry experience
Seeking great mixture of investment financial strategic and project management expertise
Good understanding of asset and wealth management industry key business drivers and developing trends
Strong collaboration communication and analytical skills
Expertise in MS Office (especially PPT and Excel)
Solid documentation skills
Task oriented and flexible
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and nonmonetary designed to supporttheir wellbeing and recognize their time talents and results.Along with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses 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 $160000 $185000 depending on level of relevant experience plus discretionary bonus.
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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 theres 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 wellbeing and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee wellbeing and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes 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 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 to search for or apply for one of our positions please send an email to . In your email please include the accommodation 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.
Required Experience:
IC
Employment Type
Full-Time
