Remote Associate Director, Research & Tax-Loss Analytics

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

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.