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!

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 O’Shaughnessy 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 $80,000 – $90,000.

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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, there’s 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.

Hear more from our employees

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