O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic 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 (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long?standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS. CANVAS is a platform offering financial advisors an unprecedented level of control and ease 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, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.
For more firm information, please visit www.osam.comAbout the Department:
O'Shaughnessy Asset Management (OSAM), part of Franklin Templeton, combines research-driven investing with advanced technology. The team delivers Custom Indexing through CANVAS, enabling advisors to create tailored portfolios in separately managed accounts. We collaborate in an entrepreneurial environment focused on innovation, transparency, and disciplined processes. Joining us means working with experts in quantitative investing, gaining exposure to global markets, and contributing to solutions that empower financial advisors and their clients.How You Will Add Value?You will monitor and improve daily and weekly investment model processes.
You will partner with portfolio managers to refine active and passive strategies.
You will run backtests to validate proposed portfolio changes.
You will implement programming solutions for portfolio management initiatives.
You will manage data pipelines, including ESG-related processes.
You will collaborate across investment teams to ensure seamless execution.
You will maintain clear documentation of investment processes for internal use.
*What Will Help You Be Successful in This Role?
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