Associate Portfolio Manager

O'Shaughnessy Asset Management

Associate Portfolio Manager supporting investment teams at O'Shaughnessy Asset Management in maximizing tax efficiency of equity portfolios. Responsibilities include portfolio management and collaboration with various teams.

Posted 6/17/2026full-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 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

Requirements

What you’ll need

2-5 years of experience managing portfolios
Experience with risk models, optimization, and quantitative portfolio construction
Degree in Finance, Computer Science, Statistics, Math, Engineering, or a related field
Practical knowledge of computational methods like regression, optimization, statistical analyses
CFA designation preferred, but not required
Coding Skills: Python, SQL
Detail oriented and process driven
Ability to communicate effectively
Ability to work in the US without requiring current or future 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

detail orientedprocess driveneffective communication

Certifications

CFA