Posted:
6/24/2024, 5:00:00 PM
Location(s):
New York, New York, United States ⋅ Connecticut, United States ⋅ Stamford, Connecticut, United States ⋅ New York, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Software Engineering
O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified 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 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
The Risk Team is focused on identifying, reducing, and mitigating business, operational and investment risk. The guiding philosophy of the firm is Learn, Build, Share, Repeat. The risk team is dedicated to this evolutionary cycle.
Work independently or as part of a small team to research and implement solutions to reduce business, operational or investment risk. Once a risk is identified and mitigated, develop and monitor automated reporting. Initial projects may include:
Client Investment Monitoring - Tracking Error & Tax Audit - Track and audit how well we are doing for our clients at delivering the lowest possible tracking error relative to associated benchmarks as well as taking into account our clients tax goals this process would start off adhoc and eventual become systematic
Data Oversight – Automate data reconciliation and as issues arise hand off the issues to key members of OSAM and monitor the issue until resolution data arenas include: Security, Vendor, Custody, Internal
Develop and monitor key risk metrics using automated tools and visualization software (SQL, PowerBI, Python, C#)
Help to optimize and eliminate manual functions through use of workflow documentation and proposing solutions to technology for implementation with a focus on risk & speed of execution
When a new wokflow is finalized document new procedures & related supervisory procedures
Issue Management – document and regularly follow up with key issues raised by the risk team or anyone at OSAM
Document Policies and Procedures based on FT home office and central Enterprise Risk Management Team guidance
Candidates will have demonstrated an ability to generate ideas and see them executed, knowing how to prioritize and work collaboratively. Candidates should be proficient in SQL with a background or heavy exposure to a risk and/or audit team functions within financial services, preferably investment management.
5-10 years' relevant experience in financial services, preferably investment management
Strong background in data analysis and SQL and strong knowledge of relational data structures
Experience or heavy exposure to risk and/or audit team function within financial services
Experience in Python and C# is a plus
Practical experience in computational methods like optimization is a plus
Visualization experience is a plus (PowerBI, Tableau, etc.)
Ability to communicate effectively
Ability to work in the US without requiring current or future sponsorship; we are unable to provide sponsorship or visa support for this position
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 base salary for this position to range between $122,000 - $145,000.
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Our culture is shaped by our diverse global workforce and strongly held core values. 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 existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation you are requesting, the job title, and the job number 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.
Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance