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
Position Summary:
O’Shaughnessy Asset Management (OSAM) is hiring a Strategic Program Manager - Canvas Custom Indexing to join the Business Management Team.
The position location will ideally be Stamford, CT, or New York City with hybrid work schedule.
What are the ongoing responsibilities of the Strategic Program Manager - Canvas Custom Indexing?
The Strategic Program Manager - Canvas Custom Indexing will provide essential support for the numerous projects and new product launches within Canvas and across Custom Client Solutions (CCS). This role will enhance the tracking and scoping of our key initiatives through capabilities in each area:
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Help design and draft strategic planning and update decks
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Work on special projects to help articulate and present our strategic business plans
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Partner/liaise with leaders across the group to aggregate and/or analyze data, facilitate key initiatives
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Support and/or lead projects within the business
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Conduct ad hoc analysis on new commercial opportunities
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Help with strategic review and document evaluation of strategic partnerships (i.e. new partnerships, acquired businesses, etc.)
What ideal qualifications, skills & experience would help someone to be successful?
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7 - 10 years of investment industry experience
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Seeking great mixture of investment, financial, strategic and project management expertise
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Good understanding of asset and wealth management industry, key business drivers and developing trends
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Strong collaboration, communication and analytical skills
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Expertise in MS Office (especially PPT and Excel)
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Solid documentation skills
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Task oriented and flexible
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 annual salary for this position to range between $160,000 - $185,000, depending on level of relevant experience, plus discretionary bonus.
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Learn more about the wide range of benefits we offer at Franklin Templeton
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