Portfolio Implementation Analyst - SMA Trading
Franklin Templeton | |
vision insurance, paid time off, tuition assistance, 401(k), retirement plan | |
United States, New York, New York | |
April 27, 2024 | |
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! O'Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021, . The firm manages approximately $7.7 billion in assets for institutions and financial advisors. 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 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 information on our firm, please visit our website at OSAM is looking to hire a full-time Portfolio Implementation Analyst. The candidate will work closely with our investment management team to implement the firm's investment strategies across client accounts. Key responsibilities of the position include:
Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $100,000.00 - $120,000.00. #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential!Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's 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 life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include:
*Only applicable at certain locations Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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. |