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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At Franklin Templeton were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients achievements. Come join us in delivering better outcomes for our clients around the world!

What is the Sales & Trading Associate responsible for

We are looking for an energetic self-motivated individual with strong leadership skills to join Franklin Templetons Managed Options Strategies (FT-MOST) team in Stamford CT . The Sales Associate role will require regular interaction with the Co-CIOs Client Portfolio Managers and Traders as well as with Portfolio Managers and distribution personnel within the larger firm. This position will require the candidate to stay abreast of market structure industry and regulatory trends as well as company specific initiatives. This position will report to the VP/Client Portfolio Manager of MOST.

What are the ongoing responsibilities of a Sales & Trading Associate

• Work with Franklin Managed Options senior leadership to facilitate and execute operational components of growth-oriented equity derivatives asset management business

• Support the trading/portfolio managers in implementation and settlement of listed option transactions.

• Collaborate effectively with team members including Portfolio Managers Analysts Compliance Officers technology and Trade Support

• Support sales personnel with periodic and as-needed analysis; prepare presentations work with internal and external partners on sales and implementation questions

• As needed work with internal and external technology and custodial partners to support and enhance business operations

• Implement established protocols and policy guidelines necessary to maintain standardized record keeping practices. Emphasizes maintenance of books and records in compliance with evolving legal SRO and governmental regulation.

• Perform daily reconciliation quarterly and on-demand performance reporting security simulation analysis

What ideal qualifications skills and experience would help someone to be successful

• Bachelors degree; finance /economics/accounting preferred.

• 2-4 years of experience in as a wealth management CSA trading trade settlement reconciliation trade break resolution.

• Experience with custodians and clearing firms

• Desire to work in a fast-paced growth environment

• Knowledge of wealth management operations practices a plus

• Familiarity with a wide range of concepts practices and procedures in financial services.

• Proficiency in using Bloomberg and various order management systems.

• Proficiency in Microsoft Office Suite.

• Experience in equity/index options is a plus.

• Excellent analytical skills and meticulous attention to detail.

• Strong communication skills both verbal and written are essential.

• Capacity to manage multiple tasks organize prioritize and meet deadlines in a fast-paced demanding environment.

• Proactive and resourceful with a positive attitude and strong work ethic.

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 $95000-$110000.

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