O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique. O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. 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 accurately prepare account transition reports for clients looking to utilize our CANVAS® platform. You will partner with client service and sales teams to resolve issues. You will apply operational expertise to support the Retail and Financial Advisor Services channels. 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 analytical 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 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. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!