Rfp & Client Reporting Specialist - Canvas Custom Indexing

Western Asset Management Company

Multiple Locations
Base: usd $80,000 – $90,000; bonus/equity: discret...
On-site
Accurate and timely client reporting
Lead rfp and rfi completion
Author firm and strategy information
The job posting is for a Request for Proposal (RFP) and Client Reporting Specialist at O’Shaughnessy Asset Management, a subsidiary of Franklin Templeton. The role involves collaborating with sales and subject matter experts to ensure effective communication and timely reporting for clients, requiring strong writing and analytical skills

Job Summary

  • 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.
  • The accurate and timely fulfillment of monthly and quarterly client reporting. This includes the completion and submission of specific standard reports and questionnaires.
  • Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.

Matching Summary

Match Score: 85

The job posting is for a Request for Proposal (RFP) and Client Reporting Specialist at O’Shaughnessy Asset Management, a subsidiary of Franklin Templeton. The role involves collaborating with sales and subject matter experts to ensure effective communication and timely reporting for clients, requiring strong writing and analytical skills.

Salary

Base: USD $80,000 – $90,000; Bonus/Equity: discretionary bonus; Benefits: 401k plan, health insurance, and other perks

Skills & Requirements

Must-have

  • Accurate and timely client reporting
  • Lead RFP and RFI completion
  • Author firm and strategy information
  • Serve as firm representative
  • Strong writing skills
  • Detail oriented

Nice-to-have

  • Proactive ideas for client understanding
  • Interest in financial services
  • Comfortable in fast-paced environment

Key Requirements

  • BA/BS degree required
  • 2 – 4 years of asset management experience
  • Microsoft Office proficiency (Word, Excel, PowerPoint, CRM)
  • Excel: Forms, Formulas, Functions, Pivot Tables, Graphs

Work Rights

Not specified

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