Franklin Templeton Investments - Stamford, CT
posted 5 months ago
O'Shaughnessy Asset Management (OSAM), a subsidiary of Franklin Templeton, is seeking a Portfolio Manager to join our Investment Team. This position can be based in either Stamford, CT, or New York City, and offers a hybrid work schedule. OSAM operates autonomously while leveraging the global resources of Franklin Templeton, providing a unique opportunity to engage with diverse cultures and business practices across the globe. Our firm is dedicated to a transparent, logical, and disciplined approach to money management, fostering long-standing relationships with our clients. As a leading provider of Custom Indexing services through our Canvas® platform, we empower financial advisors to create and manage personalized separately managed accounts (SMAs) that aim for improved after-tax outcomes. The guiding philosophy of OSAM is encapsulated in the mantra: Learn, Build, Share, Repeat. We are committed to continuous learning and improvement, and we seek passionate individuals who embody this ethos. Portfolio Managers at OSAM operate under a generalist model, which means they are expected to have a comprehensive understanding of all aspects of portfolio management—from quantitative idea generation to trade implementation—across various portfolio objectives, including passive, factor, income, and defensive strategies. Our research process is scientific, integrating statistics, mathematics, and computer science into finance to enhance our investment capabilities. In this role, the Portfolio Manager will be responsible for advancing our investment capabilities across multiple functional areas. Key responsibilities include researching and improving alpha-oriented factors, collaborating with analysts and developers on portfolio construction processes, enhancing tax loss harvesting frameworks, monitoring portfolios for adherence to client mandates, facilitating trading in client accounts, and refining the tools used for effective portfolio management. The ideal candidate will have a strong background in investment decision-making, project prioritization, and teamwork, along with experience in managing live portfolios and utilizing risk models and optimization techniques.