About this role
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 www.osam.com
About The Department:
Franklin Templeton delivers better client outcomes by partnering closely with clients to understand their goals and provide tailored investment solutions. With over 12,000 employees across 34 countries, the firm supports clients in more than 160 markets through deep expertise and long-term relationships. O’Shaughnessy Asset Management (OSAM) is a Franklin Templeton specialist investment manager focused on research-driven, disciplined portfolio management. Through its CANVAS® platform, OSAM enables financial advisors to build and manage highly customized portfolios using transparent, rules-based investment strategies. Joining this team offers the opportunity to support innovative investment solutions, collaborate with experienced professionals, and contribute to a growing, client-focused platform.
How You Will Add Value?
You will support the operational maintenance of separately managed accounts.
You will reconcile account data and follow up on transaction requests.
You will partner with client service and sales teams to resolve issues.
You will apply operational expertise to support Financial Advisor Services.
You will manage multiple requests accurately in a fast-paced environment.
What Will Help You Be Successful In This Role?
Experience:
At least two years of experience in client service or operations.
Experience in financial services or asset management.
Exposure to direct indexing platforms is a plus.
Education:
Bachelor’s degree required.
Technical & Professional Skills:
Strong organizational and time management skills.
Ability to problem solve efficiently and accurately.
Soft Skills:
Clear written and verbal communication skills.
Professional persistence when following up on requests.
Self-starter mindset with intellectual curiosity.
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.
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Other facts
About Franklin Templeton
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What you'll do
- You will support the operational maintenance of separately managed accounts and reconcile account data while following up on transaction requests. Additionally, you will partner with client service and sales teams to resolve issues and manage multiple requests accurately in a fast-paced environment.
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