Director of Investment Risk and Quantitative Analysis

Location: New York

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

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 ABOUT THE DEPARTMENTO’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.

OSAM 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.

ROLE SUMMARY Canvas is seeking a Director of Investment Risk and Quantitative Analysis to join the Investment Risk & Quantitative Analysis team within the broader Risk organization. This role is focused on advancing the firm’s quantitative capabilities across portfolio construction, optimization validation, and tax-aware investing.

The Risk team is responsible for identifying, assessing, and mitigating business, operational, and investment risks across the firm. Anchored in the firm’s philosophy of Learn, Build, Share, Repeat, the team continuously evolves its frameworks and processes to enhance risk visibility and support informed decision-making.

This role sits at the intersection of portfolio construction, risk analytics, and quantitative research. The Director of Investment Risk and Quantitative Analysis will partner closely with our Portfolio Management, Research, and Enterprise Risk teams to evaluate model performance, diagnose portfolio outcomes, and enhance the firm’s optimization and tax-aware investment processes.

The position offers significant exposure to large-scale portfolio implementation across thousands of accounts, with a focus on improving tracking accuracy, tax efficiency, and overall portfolio outcomes. This is a highly visible opportunity to directly influence the evolution of Canvas’s quantitative investment platform.

The successful candidate will play a critical role in enhancing model transparency and robustness by independently assessing the investment risks embedded in portfolio construction and optimization models, including model assumptions, constraints, factor exposures, concentration, liquidity, and tracking error, while…