Portfolio Manager

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.

For more firm information, please visit www.osam.com

Position Summary:

OSAM is hiring a Portfolio Manager to join our Investment Team. The position location could 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?

Responsibilities:

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.

• Degree in Finance, Computer Science, Statistics, Math, Engineering, or a related field.
• Practical experience and knowledge of computational methods like regression, optimization, statistical analyses, etc.
• CFA designation preferred, but not required.
• Coding Skills, for example: Python, C#, SQL. C# strongly preferred but not required.
• Strong knowledge of relational data structures.
• Experience in quantitative portfolio management or direct indexing is preferred, however, candidates should have at least 5 years of experience.
• Candidates should be detail oriented and process driven.
• Ability to communicate effectively.
• Ability to work in the US without requiring current or future sponsorship.