... remote work. The Portfolio Manager will help expand OSAM's capabilities across systematic equity ... CFA designation preferred but not required. * Must be eligible to work in the U.S. without current ...
... remote work. The Portfolio Manager will help expand OSAM's capabilities across systematic equity ... CFA designation preferred but not required. * Must be eligible to work in the U.S. without current ...
Financial Analyst
New York, NY ยท On-site +1
$105K - $134K/yr
Master of Business Administration and / or professional designation (CPA or CFA) considered an ... This position offers Remote flexibility though employees will need to be located in or near ...
Financial Analyst
New York, NY ยท On-site +1
$105K - $134K/yr
Master of Business Administration and / or professional designation (CPA or CFA) considered an ... This position offers Remote flexibility though employees will need to be located in or near ...
Implementation Consultant - Investment Software Implementation - Equities - Charles River Develop...
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... remote from clients. Travel of 30%-50% is typical and but may exceed that in any given year ... An advanced degree or industry certification such as the CFA is a strong plus. 2-3+ years ...
Implementation Consultant - Investment Software Implementation - Equities - Charles River Develop...
New York, NY ยท On-site +1
... remote from clients. Travel of 30%-50% is typical and but may exceed that in any given year ... An advanced degree or industry certification such as the CFA is a strong plus. 2-3+ years ...
Equity Analyst, Aligned Investors
New York, NY ยท On-site +1
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However, we are open to a remote arrangement or an office from one of our other Asset Management ... A or CFA designation * Technology sector experience * Self-starter with the ability to ...
Equity Analyst, Aligned Investors
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$141K - $285K/yr
However, we are open to a remote arrangement or an office from one of our other Asset Management ... A or CFA designation * Technology sector experience * Self-starter with the ability to ...
Senior Director, iLEVEL
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Advanced degree (MBA, CFA, or similar). * Experience with product development and go-to-market ... For most roles, flexible hours and/or an element of remote working are usually possible. Please ...
Senior Director, iLEVEL
New York, NY ยท On-site +1
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Advanced degree (MBA, CFA, or similar). * Experience with product development and go-to-market ... For most roles, flexible hours and/or an element of remote working are usually possible. Please ...
Senior Director, iLEVEL
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Advanced degree (MBA, CFA, or similar). * Experience with product development and go-to-market ... For most roles, flexible hours and/or an element of remote working are usually possible. Please ...
Senior Director, iLEVEL
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Advanced degree (MBA, CFA, or similar). * Experience with product development and go-to-market ... For most roles, flexible hours and/or an element of remote working are usually possible. Please ...
Only for US Nationals (Remote) We have a new role open in our team for a financial analyst. You will spend your day analyzing huge amounts of financial data and preparing various accounting and ...
Only for US Nationals (Remote) We have a new role open in our team for a financial analyst. You will spend your day analyzing huge amounts of financial data and preparing various accounting and ...
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FP&A Manager
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Corporate Finance, Strategic Finance - Associate / Assistant Vice President
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Advanced degree and/or credentials desired, such as MBA, CPA, CFA * Advanced skills in Excel and PowerPoint * Strong organizational planning, quantitative modeling, and problem-solving skills ...
Corporate Finance, Strategic Finance - Associate / Assistant Vice President
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Corporate Finance, Strategic Finance - Associate / Assistant Vice President
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$100K - $140K/yr
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Corporate Finance, Strategic Finance - Associate / Assistant Vice President
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Vice President of Overlay Portfolio Management
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Remote Equity Research Analyst - AI Trainer ($50-$60 per hour)
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Remote Lead Financial Analyst - AI Trainer ($50-$60 per hour)
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Quick apply
Energy Portfolio Analyst (Remote)
New York, NY ยท Remote
$90K - $110K/yr
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This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
Quick apply
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
Quick apply
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
Quick apply
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
M&A Research Analyst
New York, NY ยท Remote
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
Quick apply
M&A Research Analyst
New York, NY ยท Remote
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
Quick apply
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
Search Fund Research Analyst
New York, NY ยท Remote
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
Quick apply
Search Fund Research Analyst
New York, NY ยท Remote
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON
Cfa Remote information
What are the key skills and qualifications needed to thrive in the Cfa Remote position, and why are they important?
To excel as a CFA Remote professional, you'll need a strong command of financial analysis, investment management, and accounting principles, generally supported by the Chartered Financial Analyst (CFA) designation. Familiarity with financial modeling software, data analytics platforms, and tools like Excel or Bloomberg Terminal is often required. Outstanding communication, self-motivation, and time management are key soft skills for remote collaboration and productivity. These competencies ensure accurate analysis, effective client interaction, and reliable results in a virtual work environment.
What is a CFA Remote job?
A CFA Remote job is a position that allows a Chartered Financial Analyst (CFA) to work from a location outside of a traditional office, typically from home or another remote setting. These roles often involve financial analysis, portfolio management, investment research, or risk assessment. Many remote CFA jobs are found in asset management, investment banking, financial consulting, and fintech industries. Technology and virtual collaboration tools enable CFAs to perform their responsibilities effectively without being physically present in an office.
What are some common challenges faced by remote CFAs and how can they be addressed?
Remote CFAs often face challenges related to maintaining clear communication and collaboration with distributed teams or clients, as well as managing their own schedules independently. Staying up-to-date with real-time market information and confidential client data also requires disciplined use of secure digital tools and platforms. To address these, remote CFAs benefit from establishing structured daily routines, leveraging technology for video meetings and data access, and fostering strong virtual relationships with colleagues and clients. Being proactive about regular updates and seeking feedback can further help ensure effective teamwork and professional development in a remote setting.
Quantitative Portfolio Manager - Custom Indexing (L/S strategies)
New York, NY โข On-site, Remote
Full-time
Medical, PTO
Posted 23 days ago
Job description
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 longstanding 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 firm information, please visit www.osam.com
CANVAS is a revolutionary custom indexing platform that enables financial advisors to create personalized, tax-efficient portfolios at scale.OSAM's investment team is hiring a Quantitative Portfolio Manager to join the team in either New York, NY, Stamford, CT, or other nearby location with the possibility of remote work. The Portfolio Manager will help expand OSAM's capabilities across systematic equity strategies, including long-only and long-short mandates. Come join our growing team and help shape the future of investing!
Role Overview:The Portfolio Manager plays a central role in developing, implementing, and managing systematic long-only and long-short equity strategies within OSAM's quantitative framework. The role requires deep expertise in portfolio construction, alpha research, and risk management-paired with a curiosity-driven mindset and the ability to collaborate across research, trading, and technology functions.
As a Portfolio Manager, you will contribute to advancing OSAM's investment platform by designing robust, research-backed strategies that align with client objectives and the firm's culture of transparency, discipline, and intellectual rigor.
Research & Alpha Development -
Develop and refine factor-based models targeting persistent sources of alpha.
Conduct empirical research into new signals, portfolio construction methods, and cross-sectional and time-series relationships.
Incorporate insights from behavioral finance, accounting changes, and market microstructure to improve alpha efficiency.
Collaborate with Research Analysts and Quant Developers to evaluate factor performance, turnover, and risk.
Portfolio Construction & Risk Management -
Design and manage long-only and long-short portfolios that balance alpha generation, liquidity, and risk constraints.
Utilize optimization frameworks to manage exposures, sector constraints, and factor diversification.
Monitor real-time risk exposures, attribution, and performance drivers across multiple investment universes.
Integrate and enhance risk models (statistical and fundamental) to support portfolio and firm-level oversight.
Implement systematic position sizing, short borrow management, and leverage controls consistent with mandate guidelines.
Partner with the Trading teams to ensure efficient execution of trades with minimal slippage and market impact.
5+ years of experience in quantitative portfolio management or research, with direct exposure to long-only, long-short equity and/or multi-factor strategies.
Advanced degree (Master's or Ph.D.) in Finance, Mathematics, Statistics, Computer Science, Engineering, or related field.
Strong programming skills (Python and SQL required; C# preferred) and familiarity with large data environments.
Deep understanding of portfolio optimization, risk models, and execution cost modeling.
Demonstrated ability to manage live portfolios and make data-driven investment decisions.
CFA designation preferred but not required.
Must be eligible to work in the U.S. without current or future sponsorship - unable to provide visa support
Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to supporttheir well-being and recognize their time, talents, and results.Along with base compensation, employees are eligible for an annual discretionary bonus, a401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options,insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement forcertain educationexpenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $195,000 - $225,000, depending on level of relevant experience and geographic location, plus bonus.
#LI-US
#Director
#Hybrid
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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 them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, 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 of the position 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.
About O'Shaughnessy Asset Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
11 - 50 Employees
Headquarters location
Stamford, CT, US
Year founded
1987