Search the 2 jobs at O'Shaughnessy Asset Management

The Private Wealth Associate will support business development and client service efforts, primarily collaborating with teams on sales enablement, onboarding, and relationship management with high-end Registered Investment Advisors. Responsibilities include managing advisor prospects, onboarding clients, preparing collateral, and facilitating account services.

The Portfolio Manager at OSAM will be responsible for managing portfolios, conducting quantitative research, refining investment processes, enhancing tax and risk management, and collaborating with analysts and developers. They aim to advance OSAM's investment capabilities across multiple functional areas.