Business Management & Project Analyst

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 Business Management & Project Analyst 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 Business Management & Project Analyst?

Role

The Business Management & Project Analyst 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:

• Help design and draft strategic planning and update decks
• Work on special projects to help articulate and present our strategic business plans
• Partner/liaise with leaders across the group to aggregate and/or analyze data, facilitate key initiatives
• Support and/or lead projects within the business
• Conduct ad hoc analysis on new commercial opportunities
• 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?

• 7 - 10 years of investment industry experience
• Seeking great mixture of investment, financial, strategic and project management expertise
• Good understanding of asset and wealth management industry, key business drivers and developing trends
• Strong collaboration, communication and analytical skills
• Expertise in MS Office (especially PPT and Excel)
• Solid documentation skills
• 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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Experience our welcoming culture and reach your professional and personal potential!

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 accommodations@franklintempleton.com. 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.