RFP Client Reporting Specialist
RFP Client Reporting Specialist
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$ 80000 - 90000
1 Vacancy
Job Description
At Franklin Templeton were 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 thats 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!
What is the Request for Proposal (RFP) and Client Reporting Specialist
As a Request for Proposal (RFP) and Client Reporting Specialist you will work with the OSAM sales team and subject matter experts to communicate information accurately and effectively regarding our firm and strategies to clients consultants and prospects. Maintaining long-lasting client relationships is very dependent on excellent client service. Ensuring that we provide information that is important to our clients in a timely manner is key to meeting our goal. You will oversee critical aspects of this process.
If you want an environment where you will learn fast and contribute towards the goal of the organization then OShaughnessy Asset Management LLC is the place for you.
What is the Request for Proposal (RFP) and Client Reporting Specialist responsible for
The accurate and timely fulfillment of monthly and quarterly client reporting. This includes the completion and submission of specific standard reports and questionnaires.
Lead the process for completing all new business Requests for Proposals (RFPs) and Requests for Information (RFIs).
Author and clearly articulate information about our firm and strategies. Your resources will be our Portfolio Managers Traders and Relationship teams.
Serve as a firm representative with clients and consultants and facilitate ad-hoc requests for information. Your proactive ideas regarding ways to help clients prospects and consultants better understand the value of our strategies would also be welcome.
What ideal qualifications skills & experience would help someone to be successful
BA/BS degree required
2 4 years of experience in the asset management industry or with proposal completion preferred
Self-motivated proactive analytical thinker and problem solver
Comfortable working in a fast-paced environment
Strong writing skills
Ability to convey information clearly and simply (written and verbal)
Detail oriented
Strong teamwork skills
Interest in the financial services industry
Knowledge of Microsoft Office programs such as Word Excel PowerPoint and CRM
Excel: Forms Formulas Functions Pivot Tables Graphs
Good interpersonal skills
Ability to multitask
Along with base compensation other compensation is offered such as a discretionary bonus 401k plan health insurance and other perks. 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. We expect the salary for this position to range between USD $80000 $90000.
#LI-Hybrid
#ASSOCIATE
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.
By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical dental and vision insurance
401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions up to the IRS limits
Employee Stock Investment Program
Reimbursement for certain education expenses
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the 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 accommodation requests will receive a response.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
