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.

For more firm information please visit

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.

#ASSOCIATE

#LI-Hybrid