Job Description

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

Department Title: Post-Grad Intern – Client Service and Sales Internship

Location: Stamford, CT

O'Shaughnessy Asset Management, LLC (OSAM) is seeking a full-time intern for the summer. The candidate will support the sales and client service efforts of the Institutional, Retail and Private Wealth Solutions teams located in Stamford, CT. The experience will provide an inside look at how an institutional class equity money management firm operates, interacts with clients and prospective clients, how we innovate and how our organization works together to ultimately generate returns on behalf of our clients. We will facilitate firm cross training across functions and within the intern class. In the past this includes sessions with senior managers, portfolio managers, traders, a trip to the NYSE and social outings.

Key Responsibilities Can Include:

• Assist with the completion of monthly and quarterly questionnaires regarding the firm and its operations
• Help produce monthly and quarterly client performance reports
• Assist in the production of sales materials
• Proof presentation materials
• Maintenance of the firm’s customer relationship management tool
• Additional Projects, as assigned

Ideal Qualifications:

• Excellent writing skills
• Strong attention to detail
• Experience with Microsoft Office applications
• Organizational skills with demonstrated ability to multi-task
• Excellent interpersonal and communication skills
• Self-starter
• Pursuing or completion of a bachelor’s degree

Ready to make moves? Apply today!

Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered.

Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests.

This is a full-time internship where students will work approximately 40 (dependent on state/location) hours per week and earn competitive hourly pay of $35 (dependent on location and function) USD per hour. 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.

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

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.