Associate Director, Research Analyst

🕒 July 17

🦌 Connecticut – Remote

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💵 $129.2k - $150k / year

⏰ Full Time

🟠 Senior

🔬 Research Analyst

🦅 H1B Visa Sponsor

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👻 Ghost score 3%

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Logo of Franklin Templeton

Franklin Templeton

5001 - 10000 employees

Founded 1947

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Franklin Templeton is a global investment management organization that focuses on delivering innovative solutions to meet the investment needs of clients. With a long history of fund management, Franklin Templeton offers a range of investment strategies that emphasize various asset classes and regions. The company is dedicated to ensuring clients' privacy and providing personalized experiences through its online platforms.

📋 Description

• Lead, supervise, and release the programming and research for fund tax loss harvesting process • Manage fixed income, pure equity, and mixed funds • Collaborate with team members and report to HQ • Improve existing pipelines

🎯 Requirements

• Requires a Master’s degree in Finance, Mathematics, or related field or equivalent • Must include three (3) years of experience with building out optimization engines and machine learning pipelines • Developing rigorous and scalable data management/analysis tools • a• Improving user interface tools to consolidate investment risk/return characteristics • Utilizing Python and statistical modeling for testing and optimizing client accounts • Building regression analysis and comparative testing • Engineering and comparing optimization solvers • Resolving conflicts in tax optimization matrix records • Simulating tax alpha and analyzing tax loss harvesting capabilities • Clarifying optimization features and leading initiatives

🏖️ Benefits

• Competitive and valuable range of total rewards including monetary and non-monetary • Annual discretionary bonus • 401(k) plan with a generous match • Comprehensive benefits package including healthcare options, insurance, and disability benefits • Employee stock investment program • Learning resources and career development programs • Reimbursement for certain education expenses • Paid time off including vacation, holidays, sick leave, parental leave, and voluntary days off • Motivational wellbeing program

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