Post-grad intern - OSAM Canvas Sales and Client Service
About The Position
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 Position Summary: 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
- competitive hourly pay
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What This Job Offers
Job Type
Full-time
Career Level
Intern
