Senior RFP Specialist

Franklin Templeton; Poznań; On-site; PLN 110,000 - 170,000; Full time

Job summary

Franklin Templeton in Poznań, Poland is seeking a Senior RFP Specialist to help prepare RFPs, RFIs and DDQs that accurately reflect the firm and its investment products for prospective clients and advisers. You will coordinate submissions across teams and ensure proper approvals are documented.

The role emphasizes meticulous attention to detail, strong written and verbal communication, and the ability to manage multiple tasks to meet tight deadlines while building effective relationships with

Qualifications

• 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.
• Knowledge of products such as equity, fixed income, real estate and alternatives.
• CFA designation (or working towards one) or IMC would be advantageous but not required.

Responsibilities

• Assist with completion of RFPs, RFIs, DDQs and surveys.
• Ensure all approval/review steps are completed and documented.
• Support updating existing content, distinguishing opportunity-specific customization from generic content.
• Build and maintain effective working relationships with colleagues and business partners.
• Develop understanding of external clients and their requirements, products, and distribution priorities.
• Review submissions for consistency with guidelines and client requirements.
• Prioritize workload to meet project timelines.

Skills

Verbal and written communication

MS Word Excel PowerPoint

Data analysis

Content databases familiarity

Additional European language

Education

Bachelor's degree or equivalent experience

CFA designation or IMC advantageous

Tools

Qvidan content database

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!

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

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.

Hear more from our employees

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.

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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 fostering a diverse and inclusive environment. 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 [e-mail]. 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 accommodation requests will receive a response.

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.

Please see the procedure below – both in Polish and English