O'Shaughnessy Asset Management
11 - 50 employees
Founded 2007
💸 Finance
🤝 B2B
Finance • Investment Management • B2B
O'Shaughnessy Asset Management is an investment management firm that focuses on quantitative research and systematic investment strategies. They specialize in utilizing data-driven approaches to identify investment opportunities and manage portfolios. The firm serves a diverse clientele including individual investors and institutional clients, aiming to achieve superior investment outcomes through innovative asset management techniques.
Associate Portfolio Manager
Job not on LinkedIn
🕒 June 17
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O'Shaughnessy Asset Management
11 - 50 employees
Founded 2007
💸 Finance
🤝 B2B
Finance • Investment Management • B2B
O'Shaughnessy Asset Management is an investment management firm that focuses on quantitative research and systematic investment strategies. They specialize in utilizing data-driven approaches to identify investment opportunities and manage portfolios. The firm serves a diverse clientele including individual investors and institutional clients, aiming to achieve superior investment outcomes through innovative asset management techniques.
📋 Description
• Conduct daily portfolio management duties for long-short and long-only passive, factor, and active portfolios • Contribute to the improvement of diagnostic, analytical, and research platforms for monitoring accounts • Work with Portfolio Managers, analysts, and developers to refine tax management and portfolio construction processes • Monitor portfolios for adherence to client-driven mandates and risk and tax budgets • Collaborate with Portfolio Solutions and Client Service teams to facilitate trading in client accounts • Clearly communicate findings and recommendations to the broader team
🎯 Requirements
• 2-5 years of experience managing portfolios • Experience with risk models, optimization, and quantitative portfolio construction • Degree in Finance, Computer Science, Statistics, Math, Engineering, or a related field • Practical knowledge of computational methods like regression, optimization, statistical analyses • CFA designation preferred, but not required • Coding Skills: Python, SQL • Detail oriented and process driven • Ability to communicate effectively • Ability to work in the US without requiring current or future sponsorship
🏖️ Benefits
• Discretionary bonus • 401k plan • Health insurance • Other perks
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