Quantitative Portfolio Manager Custom Indexing (LS strategies)

OShaughnessy 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 youll get exposed to different cultures people and business development happening around the world.

OShaughnessy 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 longstanding 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.

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Summary :

CANVAS is a revolutionary custom indexing platform that enables financial advisors to create personalized tax-efficient portfolios at investment team is hiring a Quantitative Portfolio Manager to join the team in either New York NY Stamford CT or other nearby location with the possibility of remote work. The Portfolio Manager will help expand OSAMs capabilities across systematic equity strategies including long-only and long-short mandates. Come join our growing team and help shape the future of investing!

Role Overview :

The Portfolio Manager plays a central role in developing implementing and managing systematic long-only and long-short equity strategies within OSAMs quantitative framework. The role requires deep expertise in portfolio construction alpha research and risk managementpaired with a curiosity-driven mindset and the ability to collaborate across research trading and technology functions.

As a Portfolio Manager you will contribute to advancing OSAMs investment platform by designing robust research-backed strategies that align with client objectives and the firms culture of transparency discipline and intellectual rigor.

What are the Responsibilities of the Portfolio Manager

Research & Alpha Development -

Develop and refine factor-based models targeting persistent sources of alpha.

Conduct empirical research into new signals portfolio construction methods and cross-sectional and time-series relationships.

Incorporate insights from behavioral finance accounting changes and market microstructure to improve alpha efficiency.

Collaborate with Research Analysts and Quant Developers to evaluate factor performance turnover and risk.

Portfolio Construction & Risk Management -

Design and manage long-only and long-short portfolios that balance alpha generation liquidity and risk constraints.

Utilize optimization frameworks to manage exposures sector constraints and factor diversification.

Monitor real-time risk exposures attribution and performance drivers across multiple investment universes.

Integrate and enhance risk models (statistical and fundamental) to support portfolio and firm-level oversight.

Implement systematic position sizing short borrow management and leverage controls consistent with mandate guidelines.

Partner with the Trading teams to ensure efficient execution of trades with minimal slippage and market impact.

Qualifications & Experience :

5 years of experience in quantitative portfolio management or research with direct exposure to long-only long-short equity and / or multi-factor strategies.

Advanced degree (Masters or Ph.D.) in Finance Mathematics Statistics Computer Science Engineering or related field.

Strong programming skills (Python and SQL required; C# preferred) and familiarity with large data environments.

Deep understanding of portfolio optimization risk models and execution cost modeling.

Demonstrated ability to manage live portfolios and make data-driven investment decisions.

CFA designation preferred but not required.

Must be eligible to work in the U.S. without current or future sponsorship unable to provide visa support

Compensation : Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $195000 - $225000 depending on level of relevant experience and geographic location plus bonus.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.

By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

• Most benefits vary by location. Ask your recruiter about benefits in your country.

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.

If you believe that you need an accommodation or adjustment due to a medical condition or disability to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Required Experience :

Manager

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 195000 - 225000