Associate Director, Research Analyst

O'Shaughnessy Asset Management LLC – Associate Director, Research Analyst – Stamford, CT Responsibilities

The Associate Director, Research Analyst will lead, supervise, and release the programming and research of the fund tax loss harvesting process for fixed income, pure equity, and mixed funds.

Requires a Master’s degree in Finance, Mathematics, or related field, or equivalent. Must include three (3) years of experience with the following:

• Building optimization engines and machine learning pipelines, and developing data management/analysis tools supporting a data‑intensive quantitative investment process (including GPT, BERT, boosted tree, and PCA dimensionality reduction).
• Improving user interface tools to consolidate investment risk/return characteristics.
• Utilizing Python and statistical modeling to test and optimize client accounts, build regression analysis, and conduct comparative testing.
• Engineering and comparing different optimization solvers and suggesting alternative provider solutions.
• Resolving conflicts in the tax optimization matrix between trading thresholds and restrictions and improving optimization feasibility.
• Simulating tax alpha for active and passive strategies and analyzing relative tax‑loss harvesting capabilities across varying portfolio composition, rebalancing frequency, lot‑relief methodology, and turnover.
• Clarifying released optimization features through cross‑department communication.
• Leading fund tax loss harvesting initiatives and improving existing pipelines.

Work Arrangement: 100% remote – telecommute/work from home from anywhere in the U.S.; report to headquarters.

Compensation: Expected salary range: USD $129,150 – $150,000 plus discretionary bonus.

• Paid Time Off: Three weeks of PTO in the first year.
• Health Coverage: Competitive medical, dental, and vision insurance.
• Retirement Savings: 401(k) plan with an 85% company match on pre‑tax and/or Roth contributions up to IRS limits.
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities.
• Learning Education Assistance Program (LEAP): Support for ongoing growth and career advancement.
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge.

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

If you need an accommodation or adjustment due to a medical condition or disability, please send an email to accommo with the accommodation requested, the job title, and job number. Please note that only accommodation requests will receive a response and may take up to three business days for a reply.