Associate Portfolio Manager

Franklin Templeton

Associate Portfolio Manager at O’Shaughnessy Asset Management maximizing tax efficiency for long-short and long-only equity portfolios. Collaborating with investment team on various portfolio management duties related to performance and tax parameters.

Posted 6/16/2026full-timeNew York City • Connecticut, New York • 🇺🇸 United StatesJuniorMid-Level💰 $150,000 - $165,000 per yearWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Conduct daily portfolio management duties for long-short and long-only passive, factor, and active portfolios
Contribute to the improvement of diagnostic, analytical, and research platforms for monitoring accounts
Work with Portfolio Managers, analysts, and developers to maintain tax management and portfolio construction processes
Monitor portfolios for adherence to client-driven mandates and risk and tax budgets
Work daily with Portfolio Solutions and Client Service teams to facilitate trading in client accounts
Clearly communicate findings and recommendations to the broader team

Requirements

What you’ll need

2-5 years of experience
Experience managing portfolios
Experience utilizing risk models, optimization, and quantitative portfolio construction
Degree in Finance, Computer Science, Statistics, Math, Engineering, or a related field
Practical experience in computational methods like regression, optimization, statistical analyses
CFA designation preferred
Coding skills, e.g. Python, SQL
Ability to communicate effectively
Ability to work in the US without sponsorship

Benefits

Comp & perks

Discretionary bonus
401k plan
Health insurance
Other perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio managementrisk modelsoptimizationquantitative portfolio constructionregressionstatistical analysesPythonSQL

Soft Skills

effective communicationcollaboration

Certifications

CFA