Portfolio Manager Direct Indexing - CANVAS
Portfolio Manager Direct Indexing - CANVAS
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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.
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Position Summary:
OShaughnessy Asset Management (OSAM) is hiring a Portfolio Manager (Direct Indexing) CANVAS to join the Investment Team. The position location will ideally be Stamford CT or New York City with hybrid work schedule.
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. We seek passionate and continuous learners. 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 portfoliofrom quantitative idea generation to trade implementationregardless of portfolio objectivepassive 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 ongoing responsibilities of the Portfolio Manager
Portfolio Managers are responsible for activities within multiple functional areas. The PMs task is to continue to advance our investment capabilities in each area:
Factor Signals researching new and improving existing alphaoriented 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 clientdriven 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.
What ideal qualifications skills & experience would help someone to be successful
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.
CFA designation preferred but not required
Coding skills for example: Python C# and SQL
preference for candidates with C# experience but not required
Strong knowledge of relational data structures
Experience in quantitative portfolio management or direct indexing is preferred however ideal candidates should have at least 5 years of experience
Must be detail oriented and process driven
Ability to communicate effectively
Ability to work in the US without requiring current or future sponsorship
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and nonmonetary designed to supporttheir wellbeing and recognize their time talents and 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 $195K $225K 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:
Manager
Employment Type
Full-Time
