Job Description

We respect the privacy of candidates for employment. The Privacy Notices set forth how we will use the information we obtain when you apply for a position through this career site. If you do not consent to the terms of your country's respective Privacy Notice, please do not submit information to us . locations Stamford, Connecticut, United States of America New York City, New York, United States of America time type Full time posted on Posted 3 Days Ago job requisition id 863181 At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified 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 is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. For more firm information, please visit OSAM is hiring a Performance Analyst to join the team. The position location will ideally be Stamford, CT , or New York City with a hybrid work schedule available. What are the responsibilities of the Performance Team? The Performance team at OSAM is responsible for timely and accurate performance reporting and related analytics for all accounts and strategies. The team also works to provide valuable insights to clients to explain account performance and demonstrate the firm’s value-add. Additionally, the Performance team is responsible for the firm’s annual GIPS verification. The ideal candidate has a strong attention to detail, a drive to find valuable insights from data, and an interest in constant process improvement. The candidate ideally has a background of 2+ years in a related role. Desired skills include an understanding of math and Excel alongside some level of programming capabilities in SQL and C#. What are the ongoing responsibilities of a Performance Analyst: Demonstrating how performance impacts the client experience by fulfilling client requests, supporting RFP(s), and providing performance insights to both internal and external clients. Developing ways to proactively answer questions before they arise. Performance reporting across all accounts and strategies on a monthly and quarterly basis Supporting timely delivery of marketing materials Data validation and developing processes to enhance the accuracy and speed of performance delivery Developing and maintaining new metrics and tools to demonstrate the value our products and services provide clients Annual GIPS Verification and ongoing GIPS compliance, including maintaining and developing GIPS composites Integrity of data on Canvas Performance Portal What ideal qualifications, skills and experience would help someone to be successful? 2+ years of related experience in a Performance, Client Service, or Data-intensive role Bachelor’s degree in Finance, Economics, Math, or related analytical discipline High level of attention to detail Strong analytical, mathematical, and problem-solving skills Ability to solve problems and meet time-sensitive deadlines Some level of coding knowledge (SQL and C#) and a desire to learn Understanding of or familiarity with Object-Oriented Programming concepts desired, but not required Understanding of investment performance calculations Compensation Range: 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 annual salary for this position to range between $91,100 - $107,200, depending on location and level of relevant experience, plus discretionary bonus Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. 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 your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Reimbursement for certain education expenses Purchase of company funds with no sales charge Onsite fitness center and recreation center* Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number 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. locations Stamford, Connecticut, United States of America #J-18808-Ljbffr Franklin Templeton Investments

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