O'Shaughnessy Asset Management Client Service and Sales Internship

Franklin Templeton•Stamford, CT

5d•Onsite

About The Position

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit www.osam.com 2026 Undergraduate Summer Intern – Job Posting 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

Benefits

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.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world.
Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton.
We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.
We understand that benefits are at the core of employee well-being and may vary depending on individual needs.
Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.