Franklin Templeton · 2 days ago
US Institutional Sales
New York, New York, United States of America
Full-time
Onsite
New Grad
$30/hr - $30/hrFranklin Templeton is a global investment firm focused on asset management and wealth management. The US Institutional Sales internship offers students a chance to engage with institutional investors, assisting in business development and client relationship management while gaining insights into asset allocation and manager selection processes.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Supporting the sales team with prospect and client research, including reviewing public plan documents, consultant reports, and peer/competitor information to prepare for meetings
Assisting with pipeline analytics and reporting (e.g., updating CRM entries, preparing summary reports or dashboards on opportunities, activity, and trends)
Helping prepare and refine client-facing materials such as meeting decks, follow-up notes, case studies, and overview materials for key strategies and affiliates
Partnering with product, RFP, and marketing teams on ad-hoc projects, such as compiling data for RFP responses, organizing materials for finals presentations, or tracking consultant ratings/approvals
Conducting light market/industry research on topics relevant to institutional clients (e.g., manager searches, asset allocation trends, high-level regulatory or policy developments)
Qualification
Required
Current undergraduate student (rising junior or senior) with strong academic performance and an interest in investments, capital markets, or institutional asset management
Strong analytical and organizational skills, with comfort working in Excel and PowerPoint; familiarity with data/CRM tools is a plus but not required
Clear written and verbal communication skills, with the ability to synthesize information and present it in a concise, professional format
Proactive, curious, and comfortable working in a fast-paced environment with multiple stakeholders and changing priorities
Demonstrated interest in finance, economics, or related fields (coursework, clubs, prior internships, or self-directed learning)
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
Founded in 1947
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-01-22
2026-01-16
2026-01-16
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