Associate Director, Research Analyst

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

O’Shaughnessy 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, you’ll get exposed to different cultures, people, and business development happening around the world.

O’Shaughnessy 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 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.

About the role

The Associate Director, Research Analyst will lead, supervise, and release the programming and research of fund tax loss harvesting process for fixed income, pure equity, and mixed funds.

Requirements

• Master’s degree in Finance, Mathematics, or related field or equivalent.
• Three (3) years of experience with the following responsibilities, skills, and/or tools:
  • Building out optimization engines and machine learning pipelines and developing rigorous and scalable data management/analysis tools to support data-intensive quantitative investment process including Generative Pre-trained Transformer (GPT) and Bi-directional Encoder Representation from Transformers (BERT), boosted tree, and relative valuation PCA dimensionality reduction.
  • Improving user interface tools to consolidate investment risk/return characteristics.
  • Utilizing Python and statistical modeling to test and optimize client accounts and build regression analysis and comparative testing.
  • Engineering and comparing different optimization solvers and suggesting alternative business provider solution(s).
  • Resolving conflicts in tax optimization matrix record between trading threshold and restriction and improving optimization feasibility.
  • Simulating tax alpha for active and passive strategies and analyzing relative tax loss harvesting capabilities across varying portfolio composition, rebalance frequency, lot relief methodology, and turnover.
  • Clarifying released optimization features through cross-department communications.
  • Leading fund tax loss harvesting initiatives and improving existing pipelines.

Schedule

100% remote, telecommute/work from home from anywhere in the U.S. & report to HQ.

Pay

We expect the salary for this position to range between USD $129,150.00 – $150,000.00 plus discretionary bonus.

Benefits

• Paid Time Off: Three weeks of PTO in your first year, holidays, sick leave, parental & caregiving leave, bereavement, volunteering, and floating holidays.
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being.
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits.
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities.
• Learning & Development: Reimbursement for certain education expenses, career development programs, and the Learning Education Assistance Program (LEAP) to support ongoing growth.
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge.
• Wellbeing Program: Motivational wellbeing program and multidimensional support for a positive and healthy lifestyle.