Head of Performance & Risk Management Analytics

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

O’Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021, OSAM was acquired by Franklin Templeton. OSAM manages approximately $7.7 billion in assets for institutions and financial advisors. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

Franklin Managed Options Strategies (Franklin MOST) is a managed options specialist based in Westport, CT. The team develops and manages options portfolios including call writing and hedged equity strategies via their risk managed, rules-based process.

For more information on our firm, please visit our website at www.osam.com

Position Summary

O’Shaughnessy Asset Management (OSAM) is hiring a Head of Performance and Risk Management Analytics to join the team.

The position location will ideally be Stamford, CT, or New York City with a hybrid work schedule available.

What are the ongoing responsibilities of the Head of Performance and Risk Management & Analytics?

The Head of Risk & Performance Analytics will bring enhanced focus and resources to the daily management of the risk and performance teams. This role, which while managing teams will also be an active direct contributor, is essential as our business expands, introducing new products and features, and refining our analytics to benefit both management and clients.

The Person In This Role Will

• Oversee the following Custom Client Solutions (CCS) and OSAM departments:
• Performance Management (OSAM)
• Risk (CCS)
• Analytics (CCS)
  
  

• Support the CCS leadership team on strategic initiatives and reporting
• Lead and cultivate teams, including direct reports for the named functions
• Effectively collaborate with department leads to drive daily, monthly, quarterly operations of the respective teams as well as key strategic initiatives
• Evolve our performance reporting business processes to ensure timely and accurate delivery of monthly/quarterly completion of updates, continually enhance our tax alpha methodologies and processes, provide additional value add analytics to our clients
• Oversee the ongoing institutionalization and continued build out of risk functions for effective monitoring, escalation and resolution of risks
• Additional dashboards for business monitoring
• BCP/DR planning
• Business process documentation
• Quantitative analysis
• Partner with leaders across the organization, including Sales, Product, Technology to establish agenda, coordinate activities and deliver results
  

What ideal qualifications, skills & experience would help someone to be successful?

• 15 years of investment industry experience
• Strong leadership, communication and analytical skills
• Experience and expertise with GIPS reporting standards; experience with tax alpha and non-traditional performance analytics a plus
• History with dashboards/business metrics and risk reporting
• Experience with tax implications in portfolio management/reporting a plus
• Coding skills a plus (C#, SQL, Python)
• CFA charter holder preferred
  
  

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. 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 salary for this position to range between $198,000-$235,000.

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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.