Portfolio Manager

$195,000 - $225,000/Yr

Unclassified - Stamford, CT

posted 5 months ago

Full-time - Mid Level
Stamford, CT

About the position

O'Shaughnessy Asset Management (OSAM) is seeking a Portfolio Manager to join our Investment Team, located in either Stamford, CT, or New York City, with a hybrid work schedule. OSAM operates autonomously under the umbrella of Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech. Our firm is dedicated to a guiding philosophy of Learn, Build, Share, Repeat, and we are looking for passionate and continuous learners to join our team. As a Portfolio Manager, you will be expected to possess deep knowledge and demonstrated mastery of every aspect of the lifecycle of a portfolio, from quantitative idea generation to trade implementation, regardless of the portfolio objective—be it passive, factor, income, or defensive. The Investment Team at OSAM is committed to advancing our investment capabilities across multiple functional areas. Portfolio Managers will engage in various responsibilities, including researching new and improving existing alpha-oriented factors, collaborating with analysts and developers to maintain and refine portfolio construction processes, enhancing our tax loss harvesting framework, monitoring portfolios for adherence to client-driven mandates, and facilitating trading in client accounts. Additionally, you will work closely with our analysts and developers to refine the tools used to effectively research, manage, and implement client portfolios. Our ongoing research is a scientific process that combines statistics, math, and computer science applied to finance, ensuring that our approach to managing money is transparent, logical, and disciplined, which has led to long-standing relationships with our clients.

Responsibilities

  • Research new and improve existing alpha-oriented factors.
  • Collaborate with analysts and developers to maintain and refine portfolio construction processes.
  • Enhance tax loss harvesting framework and optimizations.
  • Monitor portfolios for adherence to client-driven mandates and risk and tax budgets.
  • Facilitate trading in client accounts with the implementation team.
  • Refine tools used to effectively research, manage, and implement client portfolios.

Requirements

  • Demonstrated ability to make investment decisions and prioritize projects.
  • Experience managing live portfolios and utilizing risk models, optimization, and/or quantitative portfolio construction.
  • Degree in Finance, Computer Science, Statistics, Math, Engineering, or a related field.
  • Practical experience and knowledge of computational methods like regression, optimization, and statistical analyses.
  • CFA designation preferred, but not required.
  • Coding skills in Python, C#, SQL; C# strongly preferred.
  • Strong knowledge of relational data structures.
  • At least 5 years of experience in quantitative portfolio management or direct indexing.
  • Detail-oriented and process-driven with effective communication skills.
  • Ability to work in the US without requiring current or future sponsorship.

Nice-to-haves

  • Experience in quantitative portfolio management or direct indexing.
  • CFA designation is preferred but not mandatory.

Benefits

  • Discretionary bonus
  • 401k plan
  • Health insurance
  • Flexible work schedule
  • Employee well-being programs
  • Learning opportunities for career and personal growth
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