RFP & Client Reporting Specialist - Canvas Custom Indexing

O'Shaughnessy Asset Management • Stamford, CT

7d • $80,000 - $90,000 • Hybrid

About The Position

O’Shaughnessy 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, you’ll get exposed to different cultures, people, and business development happening around the world. O’Shaughnessy 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 long‐standing 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 www.osam.com 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.

Requirements

• 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

Responsibilities

• 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.

Benefits

• Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.
• At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees