Associate Portfolio Manager

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward‑thinking asset manager based in Stamford, Connecticut.

Associate Portfolio Manager (APM) – location options:
Stamford, CT or New York City, hybrid work schedule.

• Conduct daily portfolio management duties for long‑short and long‑only passive, factor, and active portfolios, including monitoring, transitioning, and rebalancing.
• Contribute to the improvement of diagnostic, analytical, and research platforms for monitoring accounts.
• Work with Portfolio Managers, analysts, and developers to maintain and refine tax management and portfolio construction processes.
• Monitor portfolios for adherence to client‑driven mandates and risk and tax budgets.
• Work daily with Portfolio Solutions and Client Service teams to facilitate trading in client accounts.
• Clearly communicate findings and recommendations to the broader team.

• Demonstrated ability to prioritize projects and work collaboratively with teams.
• Experience managing 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 such as regression, optimization, and statistical analyses.
• CFA designation preferred, but not required.
• Coding skills, for example Python and SQL.
• Experience in quantitative portfolio management, extension strategies (e.g., 130/30), long/short, or market neutral, with 2–5 years of experience.
• Detail‑oriented and process‑driven.
• Ability to communicate effectively.
• Ability to work in the U.S. without requiring current or future sponsorship.

Base salary range: USD $–$ plus discretionary bonus. Other compensation includes a discretionary bonus, a 401(k) plan, health insurance, and other perks. Compensation decisions consider location, job‑related knowledge, skills, and experience under Franklin Templeton’s total reward philosophy.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.