Associate Director, Research Analyst

Franklin Templeton

Associate Director, Research Analyst role at O'Shaughnessy Asset Management managing tax loss harvesting processes for funds. Collaborate with global teams while based in Stamford, Connecticut.

Posted 7/17/2026full-timeRemote • Connecticut • 🇺🇸 United StatesSenior💰 $129,150 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building optimization engines and machine learning pipelines, with a strong focus on data management and analysis tools. Proficient in utilizing Python for statistical modeling and tax optimization processes.

Highest-signal resume keywords

Master's Degree In FinanceBuilding Optimization EnginesMachine Learning PipelinesPython ProgrammingStatistical Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Management ToolsRegression AnalysisComparative TestingOptimization SolversTax OptimizationTax Loss HarvestingInvestment Risk/Return AnalysisUser Interface ImprovementSimulation TechniquesConflict Resolution

Soft Skills

CollaborationSupervisionReporting

Industry Keywords

Fixed Income FundsEquity FundsMixed FundsInvestment CharacteristicsTax Alpha

Tech Stack

Tools & technologies

Python

About the role

Key responsibilities & impact

Lead, supervise, and release the programming and research for fund tax loss harvesting process
Manage fixed income, pure equity, and mixed funds
Collaborate with team members and report to HQ
Improve existing pipelines

Requirements

What you’ll need

Requires a Master’s degree in Finance, Mathematics, or related field or equivalent
Must include three (3) years of experience with building out optimization engines and machine learning pipelines
Developing rigorous and scalable data management/analysis tools
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Improving user interface tools to consolidate investment risk/return characteristics
Utilizing Python and statistical modeling for testing and optimizing client accounts
Building regression analysis and comparative testing
Engineering and comparing optimization solvers
Resolving conflicts in tax optimization matrix records
Simulating tax alpha and analyzing tax loss harvesting capabilities
Clarifying optimization features and leading initiatives

Benefits

Comp & perks

Competitive and valuable range of total rewards including monetary and non-monetary
Annual discretionary bonus
401(k) plan with a generous match
Comprehensive benefits package including healthcare options, insurance, and disability benefits
Employee stock investment program
Learning resources and career development programs
Reimbursement for certain education expenses
Paid time off including vacation, holidays, sick leave, parental leave, and voluntary days off
Motivational wellbeing program