RFP and Client Reporting Specialist

O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified 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, you'll get exposed to different cultures, people, and business development happening around the world. O'Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. For more firm information, please visit Position Summary: OSAM is hiring an RFP and Client Reporting Specialist to join our RFP team. The position location could be Stamford, CT, or New York City, NY with a hybrid work schedule. 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? Self-motivated, proactive, analytical thinker and creative problem solver. Comfortable working in a fast-paced environment. Very strong writing skills. Ability to convey information clearly and simply (written and verbal). Detail oriented. Strong teamwork skills. Intellectual curiosity with an interest in the financial services industry. Strong knowledge of Microsoft Office programs such as Word, Excel, PowerPoint and CRM. Excel: Forms, Formulas, Functions, Pivot Tables, Graphs. Excellent people skills. Intellectually curious. Ability to multitask. BA/BS degree required 2 - 4 years of experience in the asset management industry or with proposal completion is a strong plus. This position will be performed in whole or in part in Stamford, CT or New York City, NY, and the base salary range is USD $83,000 - $97,000. Base pay offered may vary depending on job-related knowledge, skills, and experience. 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 $83,000 - $97,000. #LI-Hybrid 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. 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 them covered. Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. 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 to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation 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.

Created: 2024-11-05