O'Shaughnessy Asset Management
Client Portfolio Manager - Canvas Custom Indexing
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 owned by Franklin Templeton, a diversified 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.
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 www.osam.com
Client Portfolio ManagerCanvas is a revolutionary Custom Indexing platform that enables financial advisors to create personalized, tax-efficient portfolios at scale. We’re looking for a Client Portfolio Manager to join our growing team and help shape the future of investing.
In this role, you will work with internal and external partners to help advisors design custom portfolios tailored to their clients’ needs. You’ll serve as a thought partner and strategic resource, applying your knowledge of quantitative investing, portfolio construction, and tax optimization to solve complex challenges and unlock better outcomes.
What You’ll Do:Partner with colleagues and advisors to build and maintain custom portfolios on Canvas
Translate complex investment ideas into clear, actionable insights for advisors and clients
Contribute to the ongoing development of Canvas’s capabilities and platform leadership
Represent Canvas at industry events and client meetings as a subject matter expert
Collaborate across investment, product, and client teams to drive innovation and excellence
A client-first mindset, curiosity, and a passion for innovation in wealth management
Deep understanding of quantitative investing, direct indexing, and tax-aware strategies, with at least 5 years of relevant experience
Strong communication skills and the ability to make the complex feel intuitive
Good knowledge of SQL, or similar coding languages
Competitive compensation package, including salary, discretionary bonus, health insurance, vacation and industry training
Flexible work location including remote, hybrid and in-office options
Collaborative, intellectually curious work environment, offering exposure to all areas of a leading investment management firm
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 USD $140,000 – $180,000.
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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.
Hear more from our employees
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:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Reimbursement for certain education expenses
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number 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.
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