RFP Associate

Job title: RFP Associate

Company: Franklin Templeton Investments


Job description: At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.Come join us in delivering better outcomes for our clients around the world!What is EMEA RFP responsible for?In this role, you will complete client-related questionnaires and contribute to our RFPs which accurately and favourably represent the organisation, and its investment products and services, to prospective clients and their advisers. As RFP Associate, you’ll work in a highly interactive environment requiring close teamwork with business partners globally to meet critical timelines. You’ll also be instrumental in developing and enhancing written client responses related to product reviews involving fixed income, equity, multi-solutions andalternatives for both retail and institutional channels.What are the ongoing responsibilities of the RFP Associate?Completing Request for Proposals, Due Diligence Questionnaires and other new business or client-related questionnaires which accurately and favourably represent the organization, and its investment products and services, to prospective clients and their advisers.Assisting other RFP Specialists in completion of their RFPs, ensuring consistency with best practice guidelines, and that draft responses meet external client requirements and accurately positions the organization.Ensuring all appropriate approval/review steps have been completed and documented for each submission, with inputs from other RFP members, Product Management team and the Distribution team.Prioritising own workload to adhering to the project timeline, highlighting any challenges or resource constraints in advance.Supporting the update of existing content, distinguishing between opportunity-specific customization and generic content.Building and maintaining effective working relationships with colleagues and business partners.Developing understanding of external clients and their requirements, our investment products, and distribution and product management priorities.#LI-EURWhat qualifications, skills and experience would help someone to be successful?Some experience ideally in Financial Services or Consulting within a related field e.g. RFP, DDQ, editorial, copywritingBachelor’s degree or equivalent experience.Understanding asset classed equity, fixed income, real estate, and alternatives – as an advantage.Excellent verbal and written communication skills, plus experience of proofreading.Ability to interact professionally with a wide range of stakeholders across the business.Meticulous attention to detail across all aspects of data, language and grammar, and general layout/presentation.Able to manage multiple tasks and flexible/adaptable to allow you to adjust to changes in workflow and meet tight deadlines.Excellent English with other European languages a plus (French, German, Italian)Good MS Word, Excel and PowerPoint skills are needed, with knowledge of Qvidan or other content database – as an advantage.Claritas Investment Certificate (CFA Institute) or Investment Management Certificate (IMC) – as an advantage.Experience our welcoming culture and reach your professional and personal potential!Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.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.As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment 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 requests for arrangements will receive a response.

Expected salary:

Location: London

Job date: Sat, 18 Jan 2025 07:27:26 GMT

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