Trading Operations Associate - Canvas Managed Option Strategies

Franklin Templeton•Stamford, CT

1d•$85,000 - $100,000•Onsite

About The Position

O’Shaughnessy Asset Management (OSAM) is seeking an energetic, self-motivated individual with strong leadership skills to join Franklin Templeton’s Managed Options Strategies (FT-MOST) team in Stamford, Connecticut. The Sales & Trading 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.

Requirements

Bachelor's degree; finance/economics/accounting preferred
2-4 years of experience in wealth management client service, trading, trade settlement, reconciliation, and trade break resolution
FINRA Series 65 or 66 license or willing to obtain within 120 days of hire.
Experience with custodians and clearing firms
Knowledge of wealth management operations practices a plus
Desire to work in a fast-paced, growth environment
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.

Nice To Haves

Knowledge of wealth management operations practices a plus
Experience in equity/index options is a plus

Responsibilities

Work with Franklin Managed Options’ senior leadership to facilitate, and execute, operational components of growth-oriented equity derivatives asset management business
Help facilitate and execute internal sales initiatives related to FT MOST’s growing option overlay business by interacting with advisors, client associates, and custodial partners
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