RFP & Client Reporting Specialist - Canvas Custom Indexing

Franklin Templeton•Stamford, CT

9d•$80,000 - $90,000•Hybrid

About The Position

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.