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.

#LI-Hybrid

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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 health, saving for life’s 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 accommodations@franklintempleton.com. 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.