Trading Operations Associate - Canvas Managed Option Strategies
O'Shaughnessy Asset ManagementO’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
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!
What is the Sales & Trading Associate responsible for?
We are looking for an energetic, self-motivated individual with strong leadership skills to join Franklin Templeton’s Managed Options Strategies (FT-MOST) team in Stamford, CT . The Sales Associate role will require regular interaction with the Co-CIOs, Client Portfolio Managers and Traders as well as with Portfolio Managers and distribution personnel within the larger firm. This position will require the candidate to stay abreast of market structure, industry and regulatory trends as well as company specific initiatives. This position will report to the VP/Client Portfolio Manager of MOST.
What are the ongoing responsibilities of a Sales & Trading Associate?
Work with Franklin Managed Options’ senior leadership to facilitate, and execute, operational components of growth-oriented equity derivatives asset management business
Support the trading/portfolio managers in implementation and settlement of listed option transactions.
Collaborate effectively with team members including Portfolio Managers, Analysts, Compliance Officers, technology, and Trade Support
Support sales personnel with periodic and as-needed analysis; prepare presentations, work with internal and external partners on sales and implementation questions
As needed, work with internal, and external, technology and custodial partners to support and enhance business operations
Implement established protocols and policy guidelines necessary to maintain standardized record keeping practices. Emphasizes maintenance of books and records in compliance with evolving legal, SRO, and governmental regulation.
Perform daily reconciliation, quarterly and on-demand performance reporting, security simulation analysis
What ideal qualifications, skills and experience would help someone to be successful?
Bachelor's degree; finance /economics/accounting preferred.
2-4 years of experience in as a wealth management CSA, trading, trade settlement, reconciliation trade break resolution.
Experience with custodians and clearing firms
Desire to work in a fast-paced, growth environment
Knowledge of wealth management operations practices a plus
Familiarity with a wide range of concepts, practices, and procedures in financial services.
Proficiency in using Bloomberg and various order management systems.
Proficiency in Microsoft Office Suite.
Experience in equity/index options is a plus.
Excellent analytical skills and meticulous attention to detail.
Strong communication skills, both verbal and written, are essential.
Capacity to manage multiple tasks, organize, prioritize, and meet deadlines in a fast-paced, demanding environment.
Proactive and resourceful with a positive attitude and strong work ethic.
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $95,000-$110,000.
#ASSOCIATE
#LI-Onsite
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 accommodations@franklintempleton.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.