Portfolio Associate

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

About the Department:

O'Shaughnessy Asset Management (OSAM), part of Franklin Templeton, combines research-driven investing with advanced technology. The team delivers Custom Indexing through CANVAS, enabling advisors to create tailored portfolios in separately managed accounts. We collaborate in an entrepreneurial environment focused on innovation, transparency, and disciplined processes. Joining us means working with experts in quantitative investing, gaining exposure to global markets, and contributing to solutions that empower financial advisors and their clients.

How You Will Add Value?

• You will monitor and improve daily and weekly investment model processes.
• You will partner with portfolio managers to refine active and passive strategies.
• You will run backtests to validate proposed portfolio changes.
• You will implement programming solutions for portfolio management initiatives.
• You will manage data pipelines, including ESG-related processes.
• You will collaborate across investment teams to ensure seamless execution.
• You will maintain clear documentation of investment processes for internal use.

What Will Help You Be Successful in This Role?

Experience, Education & Certifications:

• Degree in Computer Science, Statistics, Mathematics, Engineering, Physics, or Quantitative Finance.
• Proficiency in Python and C#.
• Experience with SQL and relational databases.
• Familiarity with equity factor investing.

Technical Skills:

• Strong background in data science and statistical modeling.
• Knowledge of factor risk modeling and optimization techniques.
• Understanding of passive index construction and ESG investing.

Soft Skills:

• Clear and effective communication.

Work Shift Timings - 2:00 PM - 11:00 PM IST

Experience 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

. 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.