Quantitative Analysis Jobs (NOW HIRING)

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. 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 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

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. OSAM 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.

Canvas is seeking a VP Risk & Quantitative Analysis to join the Investment Risk & Quantitative Analysis team within the broader Risk organization. The Risk team is responsible for identifying, assessing, and mitigating business, operational, and investment risks across the firm. Anchored in the firm's philosophy of Learn, Build, Share, Repeat, the team continuously evolves its frameworks and processes to enhance risk visibility and support informed decision-making. This role is focused on advancing the firm's quantitative capabilities across portfolio construction, optimization validation, and tax‑aware investing. This role sits at the intersection of portfolio construction, risk analytics, and quantitative research. The position offers significant exposure to large‑scale portfolio implementation across thousands of accounts, with a focus on improving tracking accuracy, tax efficiency, and overall portfolio outcomes. This is a highly visible opportunity to directly influence the evolution of Canvas's quantitative investment platform.

• Enhance model transparency and robustness by independently validating optimization outputs, improving tax-alpha methodologies, and developing advanced risk and analytics frameworks
• Partner closely with Portfolio Management, Research teams to evaluate model performance, diagnose portfolio outcomes, and enhance the firm's optimization and tax‑aware investment processes
• Create portfolio optimization(s) to independently validate optimization outputs, with a focus on identifying and analyzing discrepancies in tracking error and tax‑loss harvesting results compared to our core portfolio optimizers at the account level
• Evaluate and improve the firm's Tax Alpha model, assessing the effectiveness of tax‑loss harvesting strategies and analyzing dispersion across portfolios and accounts
• Design and implement advanced risk and performance diagnostics to better understand portfolio outcomes, including tracking error, factor exposures, and tax impacts
• Lead the development of integrated risk checks leveraging Aladdin and/or Barra, and direct indexing data to analyze dispersion, identify underlying drivers, and provide actionable insights
• Partner with Portfolio Management and Research teams to share findings and iterate framework and models based on feedback
• Analyze portfolio performance drivers, including return, volatility, and tax impacts
• Develop and maintain scalable analytics and tooling using Python (or C#), SQL, and other technologies to support ongoing research and monitoring
• Contribute to the evolution of quantitative investment processes, including optimization techniques, tax‑aware strategies, and portfolio construction frameworks

• EXPERIENCE 5+ years of experience in quantitative research, portfolio construction, or a related investment role within investment management Strong background in portfolio optimization, factor models, and direct indexing strategies Strong technical and analytical expertise, with experience in portfolio optimization, direct indexing, and quantitative investment strategies Experience evaluating or building tax‑aware investment strategies, including tax‑loss harvesting methodologies Proficiency in programming and data analysis, including Python (and/or C#) and SQL Familiarity with industry risk and analytics platforms such as Barra and Aladdin Strong quantitative and problem‑solving skills, with the ability to translate complex analyses into actionable insights Experience working with large‑scale portfolio datasets and account‑level analysis
• SOFT SKILLS Strong communication skills, with the ability to partner effectively across investment, research, and risk teams Ability to work independently in a fast‑paced, collaborative environment and manage multiple priorities
• WORK SCHEDULE & LOCATION This is a hybrid role that can be based out of Stamford, CT or NYC whereby the employee will work out of the office 3 days per week. *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.*

Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non‑monetary, designed to support the whole person and to recognize their time, talents, and results. 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 $147,000 - $160,000 per year depending on location plus bonus opportunity.

#LI-Hybrid

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.

When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!