Portfolio Manager (Custom Indexing) CANVAS
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Job Location:
Stamford, CT - USA
Monthly Salary:
$ 195 - 225
Posted on:
17-10-2025
Vacancies:
1 Vacancy
Job Summary
OShaughnessy Asset Management (OSAM) is owned by Franklin Templeton a dynamic 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 (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent logical and completely disciplined leading to longstanding relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS. CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates access factor investing strategies utilize passive strategies actively manage taxes and apply ESG investing and SRI screens according to the specific needs preferences and objectives of individual clients.
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Position Summary:
CANVAS is a revolutionary custom indexing platform that enables financial advisors to create personalized tax-efficient portfolios at scale.Our investment team is hiring a Portfolio Manager (Custom Indexing) - CANVAS to join the team in either New York Stamford CT or other nearby location. Come join our growing team and help shape the future of investing!
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. 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 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 alpha-oriented 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 client-driven 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.
Coding skills for example: Python C# and/or SQL(preference for candidates with C# experience but not required)
Strong knowledge of relational data structures
Experience in quantitative portfolio management or direct indexing (custom indexing) preferred however ideal candidates should have at least 5 years of experience
Ability to communicate effectively
CFA preferred
Ability to work in the US without requiring current or future sponsorship
What We Aim to Offer:
Competitive compensation package including competitive salaries discretionary bonus health insurance vacation and industry training
Flexible work location including remote hybrid and in-office options
Collaborative intellectually curious work environment offering exposure to all areas of a leading investment management firm
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being 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.
Key words: Direct Indexing Custom Indexing passive management Python
#LI-US
#Director
#Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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.
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.
If you believe that you need an accommodation or adjustment due to a medical condition or disability to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number of the position 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
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
