Portfolio Manager (Direct Indexing) - CANVAS ® - Franklin Templeton Investments : Job Details

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Portfolio Manager (Direct Indexing) - CANVAS

Apply locations Stamford, Connecticut, United States of America New York, New York, United States of America time type Full time posted on Posted 2 Days Ago job requisition id 857967

O'Shaughnessy 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, you'll get exposed to different cultures, people, and business development happening around the world.

O'Shaughnessy 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 long‐standing 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.

Position Summary:

O'Shaughnessy 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 portfolio—from quantitative idea generation to trade implementation—regardless of portfolio objective—passive, 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 PM's 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.
• CFA designation preferred, but not required
• Coding skills, for example: Python, C#, and SQL
• 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 rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $195K - $225K, depending on the level of relevant experience, plus discretionary bonus.

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, there's 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 life's 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.

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 [email protected]. 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.

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