O'Shaughnessy Asset Management Client… at Franklin… · Stamford

Summary: Franklin Templeton is a dynamic firm that spans asset management, wealth management, and fintech. They are seeking a full-time intern to support the sales and client service efforts of the Institutional, Retail and Private Wealth Solutions teams, providing insight into the operations of an equity money management firm. 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 Required 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 bachelor's degree Preferred Qualifications: - CT/NY area is preferred, but not a requirement Required Skills: Microsoft Office Benefits: Tools, resources, and learning opportunities to help them excel in their career and personal life, Support for maintaining your physical and mental health, Saving for life’s adventures, Taking care of your family members, Making a positive impact in your community