Portfolio Implementation Analyst - Stamford, United States - Franklin Templeton

Description

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, OSAM was acquired by Franklin Templeton. 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 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.

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:

• Implementing and executing investment decisions for Separately Managed Accounts (SMA) & Unified Managed Accounts (UMA)
• Daily monitoring of portfolio positioning, trade executions, cash management and compliance within client guidelines.
• Addressing client requests and managing events throughout the client's lifecycle, such as account openings, cash flows, rebalances and tax harvests.
• Managing trade baskets, rotation order and market liquidity while ensuring best execution for client portfolios.
• Reconcile daily transaction data and confirm trades were executed correctly.
• Monitor asset allocation guidelines, model drift & dispersion along with annual tax budgets for tax sensitive portfolios.
• Exposure to our CANVAS customized indexing portfolio interface.
• Daily interaction with operations to ensure proper & timely processing of client requests.
• Liaising with other departments internally, including Portfolio Management, Research, Compliance, Sales and Marketing, Trading, and Operations.
• Identify & implement any areas of process improvement.
• Familiarity with Archer/XIP/Fix Flyer OMS/EMS desirable.

What ideal qualifications, skills & experience would help someone to be successful?

• Minimum experience in a similar role - 5+ years
• Minimum trading experience - 4+ years
• Strong knowledge and ability to effectively manage and execute trade baskets with contra brokers.
• Knowledge of financial markets and portfolio management.
• 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.
• Proactive towards new challenges and problem-solving.
• Strong excel skills and knowledge of Bloomberg.

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 $120, $140,

#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.

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 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• 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 to search for or apply for one of our positions, please send an email to In your email, please include the accommodation 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.