O'Shaughnessy Asset Management Client Service and Sales Internship

Franklin Templeton • Stamford, CT

7d • 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

What This Job Offers

• Job Type: Full-time
• Career Level: Intern