O'Shaughnessy Asset Management

Manager

• 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 refine tax management and portfolio construction processes
• Monitor portfolios for adherence to client-driven mandates and risk and tax budgets
• Collaborate with Portfolio Solutions and Client Service teams to facilitate trading in client accounts
• Clearly communicate findings and recommendations to the broader team

Associate Portfolio Manager