O'Shaughnessy Asset Management (OSAM) is seeking an RFP & Client Reporting Specialist to enhance communication and client relationships through accurate reporting and proposal management. The ideal candidate will have a background in asset management, strong writing skills, and a proactive approach to problem-solving
Job Summary
The role involves leading the process for completing all new business Requests for Proposals (RFPs) and Requests for Information (RFIs).
Responsibilities include ensuring accurate and timely fulfillment of monthly and quarterly client reporting.
The position offers a discretionary bonus, 401k plan, health insurance, and other perks alongside base compensation.
Matching Summary
Match Score: 85
O'Shaughnessy Asset Management (OSAM) is seeking an RFP & Client Reporting Specialist to enhance communication and client relationships through accurate reporting and proposal management. The ideal candidate will have a background in asset management, strong writing skills, and a proactive approach to problem-solving.
Salary
Base: USD $80,000 – $90,000; Bonus: Discretionary bonus offered; Benefits: 401k plan, health insurance, and other perks
Skills & Requirements
Must-have
BA/BS degree required
2-4 years asset management experience
Strong writing and communication skills
Nice-to-have
Self-motivated and proactive thinker
Interest in financial services industry
Ability to multitask in fast-paced environment
Key Requirements
Bachelor's degree (BA/BS)
2-4 years industry experience preferred
Proficiency in Microsoft Excel functions and pivot tables