OShaughnessy 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 youll get exposed to different cultures people and business development happening around the world.

OShaughnessy 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 longstanding 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.

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2026 Undergraduate Summer Intern Job Posting

Department Title: Undergrad Intern Client Service and Sales Internship

Location: CT/NY area is preferred but not a requirement.

Start Date: All interns must start in office and in person on June 8 2026.

Anticipated End Date: August 14 2026 All interns must be in office and in person on their last day to return equipment. Interns must be located in the same location throughout the duration of their internship and are prohibited from returning laptop/equipment to a different office location or shipping their equipment back.

Position Summary:

OShaughnessy 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 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 firms 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 bachelors degree

Ready to make movesApply 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 youre 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 35-37.5 (dependent on state/location) hours per week and earn competitive hourly pay of $30 (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 were 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 thats 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.