O'Shaughnessy Asset Management Client Service and Sales Internship
About The Position
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.
Requirements
- 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
Responsibilities
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Intern
