Senior RFP Specialist
Senior RFP Specialist
Poznań
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
About the department
In this role, you will be completing RFPs and other new business or client-related questionnaires which accurately and favorably represent the organisation, and its investment products and services, to prospective clients and their advisers. As a Senior RFP Specialist, you will have responsibility for completing and/or coordinating Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and other external client-related requests.
How you will add value
- You will assist with completion of RFPs, RFIs, DDQs and surveys
- You will ensure 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
- You will support the update of existing content, distinguishing between opportunity-specific customization and generic content
- You will build and maintain effective working relationships with colleagues and business partners
- You will develop understanding of external clients and their requirements, our investment products, and distribution and product management priorities
- You will review your own work and submissions by other RFP Specialists, to ensure consistency with best practice guidelines, and that draft responses meet external client requirements and accurately positions the organization
- You will prioritize your own workload to adhere to the project timeline, highlighting any challenges or resource constraints in advance
What will help you be successful in this role
Experience, Education & Certifications
- Experience writing RFPs / tenders within asset management, finance or consultancy
- Bachelor's degree or equivalent experience
- Strong understanding of the Asset Management environment across institutional and retail channels with good knowledge of financial markets globally
- Understanding of the range of products we offer such as equity, fixed income, real estate and alternatives
- CFA designation (or working towards one) or IMC would be advantageous but not required
Technical Skills
- Excellent verbal and written communication skills, plus experience of proofreading
- Proficient with statistical information, able to understand data and use it to provide evidence in support of written statements
- Good MS Word, Excel and PowerPoint skills are needed, with knowledge of Qvidan or other content databases being ideal
- Other European language a plus
Soft Skills
- 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
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.
Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
