At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

Department Title: Undergrad Intern – Global Fund Administration & Oversight, Shareholder Reports Team

Location: The intern candidate must be based in NYC, NY or Rancho Cordova, CA this summer, and be able to commute into the NYC or Rancho Cordova office on a Hybrid basis.

Position Summary: 

The Shareholder Reports team’s top goal in 2025 is to create efficient workflows across our various group of Funds for Franklin Templeton’s largest and most recent acquisitions. These acquisitions include Legg Mason and Putnam. The team aims to develop harmony across these reports, and we are seeking an intern to join this efficiency journey with us.

In support of this goal, we are leaning into AI tools to help with our review and invoice validation process, which are currently done manually. The intern selected for this role will have a real opportunity to collaborate across internal and external teams as we drive our vision forward.

In addition to the above, we are also responsible for developing reports to support Manager’s discussions of fund performance and commentary regarding material fund changes.

Team Culture:

We have a culture of collaboration and work across several groups throughout the firm. These groups include Investment Commentary Writers, Legal Performance and Oversight/Financial Reporting to ensure content in the shareholder reports is correct.

The Team also works directly with Broadridge, the service provider who is responsible for the tailored shareholder reports.

A Global Fund Administration & Oversight, Shareholder Reports Team Intern at Franklin Templeton can expect to gain:

• Better understanding of shareholder reports and the role of service providers and various internal teams.
• In depth knowledge of AI capabilities for certain tools such as Power Automate, Alteryx, and Power BI.
• A general understanding of Fund expenses.

Key responsibilities may include:

• Ensure commentary from the Investment Writers is received in a timely manner, and the commentary is reasonable based on provided guidelines. 
• Responsible for making sure material fund changes from Legal are received, reviewed and sent to TPA for inclusion in TSR.
• Documenting Print Production workflow procedures and checklists and identifying any potential risk areas.
• Perform or assist with any AI testing required specifically related to print production workflow and vendor invoices.

Ideal qualifications:

• Background in Accounting or Finance.
• Organized, Self-Starter, Strong Communicator
• Proficient with Excel, Powerpoint, and Word
• Some exposure to AI solutions are a plus but not required.

Ready to make moves? Apply today!

When applying, please be sure to attach your resume. Applications without a resume file attachment will not be reviewed.

Due to the large volume of applications anticipated, we may not be able to personally contact every applicant. If you are interested in applying to more than one Franklin Templeton internship, please apply for other internships that pique your interest.

Compensation Range: This is a full-time internship where students will work approximately 35 – 37.5 hours per week and earn competitive hourly pay of $26 - $31 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. 

What makes Franklin Templeton unique?

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

Experience our welcoming culture and reach your professional and personal potential!

Salary : $26 - $31