Portfolio Implementation Operations Specialist
Portfolio Implementation Operations Specialist
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$ 91000 - 107000
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 after-tax outcomes.
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Portfolio Implementation Operations Specialist
OShaughnessy Asset Management (OSAM) is looking to hire a full-time Portfolio Implementation Operations Specialist as a member of the Portfolio Management Team. The candidate will work closely with our investment management team to assist in implementation of the firms investment strategies across client accounts.
Key responsibilities of the position include:
Assist in the Implementing investment decisions for separately managed & unified managed accounts.
Daily monitoring of portfolio positioning trade executions cash management and compliance within client guidelines.
Reconcile daily transaction data and confirm trades were executed correctly.
Monitor asset allocation guidelines model drift & dispersion along with annual tax budgets for tax sensitive portfolios.
Exposure to our CANVAS customized portfolio interface.
Facilitating client requests and events throughout the clients lifecycle such as account openings cash flows rebalances and tax harvests.
Daily interaction with back-office operations to ensure proper & timely processing of client onboarding and requests.
Liaising with other departments internally including Portfolio Management Research Compliance Sales and Marketing Trading and Operations.
Identify & implement any areas of improvement.
Familiarity with Archer/XIP/Fix Flyer OMS/EMS desirable.
Qualifications:
Series 65 or ability to obtain licensing upon hire.
Minimum experience in a similar role - 2 years.
Trading experience desirable
Knowledge of financial markets and portfolio management.
Ability to multi-task prioritize and work effectively under a high standard.
Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
Proactive towards new challenges and problem-solving.
Strong excel skills and knowledge of Bloomberg.
Compensation/benefits:
To include salary discretionary bonus health insurance vacation and industry training.
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support the whole person and to recognize their time talents and results. 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 expect the salary for this position to range between $91000 - $107000.
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#LI-Hybrid
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 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 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:
Unclear Seniority
Employment Type
Full-Time
