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Quantitative Portfolio Manager - Custom Indexing (L/S strategies) (Boston)

$195k - $225k
Part-time

Franklin Templeton

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic 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 (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. 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.For more firm information, please visit Summary:CANVAS is a revolutionary custom indexing platform that enables financial advisors to create personalized, tax-efficient portfolios at scale. OSAM's investment team is hiring a Quantitative Portfolio Manager to join the team in either New York, NY, Stamford, CT, or other nearby location with the possibility of remote work. The Portfolio Manager will help expand OSAM’s capabilities across systematic equity strategies, including long-only and long-short mandates. Come join our growing team and help shape the future of investing!Role Overview:The Portfolio Manager plays a central role in developing, implementing, and managing systematic long-only and long-short equity strategies within OSAM’s quantitative framework. The role requires deep expertise in portfolio construction, alpha research, and risk management—paired with a curiosity-driven mindset and the ability to collaborate across research, trading, and technology functions.As a Portfolio Manager, you will contribute to advancing OSAM’s investment platform by designing robust, research-backed strategies that align with client objectives and the firm’s culture of transparency, discipline, and intellectual rigor.What are the Responsibilities of the Portfolio Manager?Research & Alpha Development - Develop and refine factor-based models targeting persistent sources of alpha.Conduct empirical research into new signals, portfolio construction methods, and cross-sectional and time-series relationships.Incorporate insights from behavioral finance, accounting changes, and market microstructure to improve alpha efficiency.Collaborate with Research Analysts and Quant Developers to evaluate factor performance, turnover, and risk.Portfolio Construction & Risk Management - Design and manage long-only and long-short portfolios that balance alpha generation, liquidity, and risk constraints.Utilize optimization frameworks to manage exposures, sector constraints, and factor diversification.Monitor real-time risk exposures, attribution, and performance drivers across multiple investment universes.Integrate and enhance risk models (statistical and fundamental) to support portfolio and firm-level oversight.Implement systematic position sizing, short borrow management, and leverage controls consistent with mandate guidelines.Partner with the Trading teams to ensure efficient execution of trades with minimal slippage and market impact.Qualifications & Experience:5+ years of experience in quantitative portfolio management or research, with direct exposure to long-only, long-short equity and/or multi-factor strategies.Advanced degree (Master’s or Ph.D.) in Finance, Mathematics, Statistics, Computer Science, Engineering, or related field.Strong programming skills (Python and SQL required; C# preferred) and familiarity with large data environments.Deep understanding of portfolio optimization, risk models, and execution cost modeling.Demonstrated ability to manage live portfolios and make data-driven investment decisions.CFA designation preferred but not required.Must be eligible to work in the U.S. without current or future sponsorship – unable to provide visa supportCompensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $195,000 - $225,000, depending on level of relevant experience and geographic location, plus bonus.#LI-US#Director#HybridExperience our welcoming culture and reach your professional and personal potential!Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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 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. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to View email address on apply.placed-app.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position 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.SummaryLocation: New York, New York, United States of America; Stamford, Connecticut, United States of America; Boston, Massachusetts, United States of AmericaType: Full time

Vacancy posted 3 hours ago
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