Associate Director, Research Analyst

Franklin Templeton; Stamford (CT); On-site; USD 129,000 - 150,000; Full time

Benefits offered by this job

Paid Time Off

Health Coverage

401(k) match

Job summary

Franklin Templeton seeks an Associate Director, Research Analyst in Stamford, CT. You will lead tax-loss harvesting research and develop scalable optimization engines for quantitative investment processes.

The role demands a Master’s in Finance/Math and 3+ years’ experience with sophisticated models, Python, and ML pipelines. This is a 100% remote position reporting to HQ, with competitive compensation and bonus potential.

Qualifications

• Master’s degree in Finance, Mathematics, or related field or equivalent.
• 3+ years of experience with fund tax loss harvesting and tax optimization processes.
• Proficiency in Python and statistical modeling for portfolio analysis.
• Experience building optimization engines and ML pipelines for investment research.

Responsibilities

• Lead programming and research of fund tax loss harvesting for fixed income, equity, and mixed funds.
• Develop optimization engines and scalable data tools for data-intensive quantitative investments.
• Improve UI tools to consolidate investment risk/return characteristics.
• Clarify released optimization features through cross‑department communications; lead tax loss harvesting initiatives.

Skills

Optimization engines

UI tools

Python

ML pipelines

Tax optimization

Tax loss harvesting

Cross‑department communication

Education

Master’s degree in Finance/Mathematics/related field

Tools

CANVAS

GPT/BERT

Job description

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.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

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.

For more firm information, please visit www.osam.com

O'Shaughnessy Asset Management LLC seeks an Associate Director, Research Analyst in Stamford, CT.

What are the ongoing responsibilities of an Associate Director, Research Analyst?

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.

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

Requires a Master’s degree in Finance, Mathematics, or related field or equivalent.

Must include 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; and
• Leading fund tax loss harvesting initiatives and improving existing pipelines.

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

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(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 for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the salary for this position to range between USD $129,150.00 – $150,000.00 plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential!

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 your needs 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 [e-mail]. 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.

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights Of Our Benefits Include

• Paid Time Off: Three weeks of PTO in your first year
• 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 Education Assistance Program (LEAP): To support your ongoing growth and career advancement
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Affimative Action 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.