Lead Portfolio Implementation Analyst

Portfolio Implementation Analyst

O'Shaughnessy Asset Management (OSAM) is looking to hire a full-time Portfolio Implementation Specialist as a member of the Portfolio Management Team. The candidate will work closely with our investment management, client service, and operations team to implement the firm's investment strategies across client accounts.

Key responsibilities of the position include:

• Implementing and executing investment decisions for our Canvas custom indexing separately managed accounts.
• Fulfilling client requests and managing events throughout the client's lifecycle, such as account transitions, cash flows, rebalances, and tax harvests.
• Trade construction and account optimizations using OSAM/FT proprietary technology and rule-based investment triggers.
• Managing equity trade baskets, order rotation, and market liquidity to pursue best execution for client portfolios.
• Reconciling post trade executions, account cash, and trade allocations.
• Monitoring account asset allocation guidelines, model drift & dispersion along with annual tax budgets for tax sensitive portfolios.
• Exposure to our CANVAS customized direct indexing portfolio interface.
• Opportunity to collaborate with Franklin Muni and Options teams to enhance client experience as Canvas expands into non-equity solutions.
• Liaising with other departments internally, including Portfolio Management, Research, Compliance, Sales and Marketing, Trading, and Operations.
• Familiarity with Archer/Vestmark/Fix Flyer OMS/EMS desirable.

Qualifications:

• Series 65 or 66 preferred or willing to obtain shortly after hire.
• Minimum experience in a similar role - 6 years.
• Minimum trading experience – 5 years.
• Strong knowledge and ability to effectively manage and execute trade baskets with contra brokers.
• Knowledge of financial markets, portfolio management, and trade construction and life cycle.
• Ability to multi-task, prioritize, and work effectively under a high standard.
• Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios and troubleshoot outlier results.
• Strong excel skills and knowledge of Bloomberg.

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 $120,000 – $143,000.

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.

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

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 accommodations@franklintempleton.com. 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.