Franklin Templeton
Portfolio Manager (Custom Indexing) - CANVAS
Franklin Templeton, New York, New York, us, 10261
Overview
O’Shaughnessy Asset Management (OSAM) is a Specialist Investment Manager and a research and money management firm. We operate independently and are based in Stamford. Our approach is transparent, logical, and disciplined, leading to long‑standing client relationships. We provide CANVAS, a platform offering financial advisors an unprecedented level of control 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, manage taxes, and apply ESG/SRI screens according to client needs. Position Summary: CANVAS enables financial advisors to create personalized, tax‑efficient portfolios at scale. Our investment team is hiring a
Portfolio Manager (Custom Indexing) – CANVAS
to join in New York, Stamford, CT, or a nearby location. For more firm information, please visit osam.com. Position Details
What are the Responsibilities of the Investment Team? The guiding philosophy is Learn, Build, Share, Repeat. The investment team is a generalist group; Portfolio Managers should possess deep knowledge of every aspect of the portfolio lifecycle—from idea generation to trade implementation—across objectives (passive, factor, income, or defensive). Our ongoing research uses statistics, math, and computer science applied to finance. What are the Responsibilities of the Portfolio Manager?
Portfolio Managers are responsible for activities within multiple functional areas. The PM’s tasks include advancing investment capabilities in each area: Factor Signals
– researching new and improving existing alpha‑oriented factors
Portfolio Construction
– collaborating with analysts and developers to maintain and refine portfolio construction processes
Tax Management
– enhancing tax loss harvesting framework and optimizations
Risk Management
– monitoring portfolios for client mandates, risk, and tax budgets
Implementation
– daily collaboration with the implementation team to facilitate trading in client accounts
Platform Capabilities
– working with analysts and developers to refine tools used to research, manage, and implement client portfolios
Ideal Qualifications, Skills & Experience
The ideal candidate will demonstrate the ability to make investment decisions, prioritize projects, and work collaboratively. Candidates should have experience managing live portfolios, using risk models, optimization, and/or quantitative portfolio construction. Practical knowledge of computational methods such as regression, optimization, and statistical analyses
Coding skills in Python, C#, and/or SQL (preference for C# in some roles, but not required)
Strong knowledge of relational data structures
Experience in quantitative portfolio management or direct indexing (custom indexing) preferred; ideal candidates have at least 5 years of experience
Ability to communicate effectively
CFA preferred
Ability to work in the US without sponsorship now or in the future
What We Aim to Offer
Competitive compensation package, including salary, discretionary bonus, health insurance, vacation, and industry training
Flexible work location: remote, hybrid, or in-office options
Collaborative, intellectually curious environment with exposure to all areas of a leading investment management firm
Franklin Templeton offers a competitive range of total rewards designed to support well‑being, including base pay, discretionary bonuses, a 401(k) plan with a generous match, and a comprehensive benefits package with healthcare options, insurance, disability benefits, employee stock programs, learning resources, career development, and leave provisions. The expected annual salary range for this position is $195K–$225K, plus discretionary bonus, depending on experience. Keywords:
Direct Indexing, Custom Indexing, passive management, Python #LI-US #Director #Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the perspectives and experiences of talent from around the world. Franklin Templeton provides tools, resources, and learning opportunities to help you excel in your career and life. We value employee well‑being and offer support for health, family, and community goals. Learn more about the benefits we offer at Franklin Templeton. Most benefits vary by location; ask your recruiter about country-specific benefits. Franklin Templeton is an Equal Opportunity Employer. We evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by law. If you need an accommodation during the search or application process, please email accommodations@franklintempleton.com with the accommodation details, job title, and job number. It may take up to three business days for a response.
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O’Shaughnessy Asset Management (OSAM) is a Specialist Investment Manager and a research and money management firm. We operate independently and are based in Stamford. Our approach is transparent, logical, and disciplined, leading to long‑standing client relationships. We provide CANVAS, a platform offering financial advisors an unprecedented level of control 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, manage taxes, and apply ESG/SRI screens according to client needs. Position Summary: CANVAS enables financial advisors to create personalized, tax‑efficient portfolios at scale. Our investment team is hiring a
Portfolio Manager (Custom Indexing) – CANVAS
to join in New York, Stamford, CT, or a nearby location. For more firm information, please visit osam.com. Position Details
What are the Responsibilities of the Investment Team? The guiding philosophy is Learn, Build, Share, Repeat. The investment team is a generalist group; Portfolio Managers should possess deep knowledge of every aspect of the portfolio lifecycle—from idea generation to trade implementation—across objectives (passive, factor, income, or defensive). Our ongoing research uses statistics, math, and computer science applied to finance. What are the Responsibilities of the Portfolio Manager?
Portfolio Managers are responsible for activities within multiple functional areas. The PM’s tasks include advancing investment capabilities in each area: Factor Signals
– researching new and improving existing alpha‑oriented factors
Portfolio Construction
– collaborating with analysts and developers to maintain and refine portfolio construction processes
Tax Management
– enhancing tax loss harvesting framework and optimizations
Risk Management
– monitoring portfolios for client mandates, risk, and tax budgets
Implementation
– daily collaboration with the implementation team to facilitate trading in client accounts
Platform Capabilities
– working with analysts and developers to refine tools used to research, manage, and implement client portfolios
Ideal Qualifications, Skills & Experience
The ideal candidate will demonstrate the ability to make investment decisions, prioritize projects, and work collaboratively. Candidates should have experience managing live portfolios, using risk models, optimization, and/or quantitative portfolio construction. Practical knowledge of computational methods such as regression, optimization, and statistical analyses
Coding skills in Python, C#, and/or SQL (preference for C# in some roles, but not required)
Strong knowledge of relational data structures
Experience in quantitative portfolio management or direct indexing (custom indexing) preferred; ideal candidates have at least 5 years of experience
Ability to communicate effectively
CFA preferred
Ability to work in the US without sponsorship now or in the future
What We Aim to Offer
Competitive compensation package, including salary, discretionary bonus, health insurance, vacation, and industry training
Flexible work location: remote, hybrid, or in-office options
Collaborative, intellectually curious environment with exposure to all areas of a leading investment management firm
Franklin Templeton offers a competitive range of total rewards designed to support well‑being, including base pay, discretionary bonuses, a 401(k) plan with a generous match, and a comprehensive benefits package with healthcare options, insurance, disability benefits, employee stock programs, learning resources, career development, and leave provisions. The expected annual salary range for this position is $195K–$225K, plus discretionary bonus, depending on experience. Keywords:
Direct Indexing, Custom Indexing, passive management, Python #LI-US #Director #Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the perspectives and experiences of talent from around the world. Franklin Templeton provides tools, resources, and learning opportunities to help you excel in your career and life. We value employee well‑being and offer support for health, family, and community goals. Learn more about the benefits we offer at Franklin Templeton. Most benefits vary by location; ask your recruiter about country-specific benefits. Franklin Templeton is an Equal Opportunity Employer. We evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by law. If you need an accommodation during the search or application process, please email accommodations@franklintempleton.com with the accommodation details, job title, and job number. It may take up to three business days for a response.
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