Posted:
7/31/2024, 5:00:00 PM
Location(s):
Greater Poland Voivodeship, Poland ⋅ Poznan, Greater Poland Voivodeship, Poland
Experience Level(s):
Junior ⋅ Mid Level
Field(s):
Sales & Account Management
Alcentra is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
Alcentra operates independently as a Specialist Investment Manager and is headquartered in London, with offices in New York, Boston, Tokyo and Hong Kong. We are a leading, global asset management firm specializing in the sub-investment grade debt markets, experts in credit management, private credit, and structured credit strategies. Our investors include pension funds, insurance companies, government agencies, banks, wealth managers and high net worth individuals.
Visit www.alcentra.com to learn more who we are.
The role of the RFP Specialist is taking full ownership of RFP and DDQ requests and delivering compelling, accurate, tailored and well-presented submissions to sales, product and client management teams. Successfully collate and analyse information and data from across the firm and the RFP project management system and accurately communicate the relevant investment process and firm information for BSP and Alcentra to our prospective and existing investors.
As a member of the Global RFP Team, the role will support our North America, London, Asia and European based Sales and business development teams.
Respond to RFPs, RFIs, and ESG and ODD questionnaires from prospective and current clients across the global distribution platform in a timely manner and in compliance with BSP and Alcentra’s branding guidelines.
Work closely with global sales teams, product, investments and other internal teams to compile compelling documents that will advance the sales process to the next stage.
Build and maintain relationships with internal teams throughout the organisation.
Work with the project and content management system (e.g. Loopio, Qvidian, Responsive, etc) to draft responses and coordinate answers with subject matter experts. Also seek to ensure the RFP database is maintained and enhance content.
Acquire a deep understanding of the investment products and all applicable content and data resources.
Maintain accuracy of grammar, spelling, and punctuation and format text, pictures, graphics, etc. for aesthetics, quality, and adherence to RFP specifications.
Previous one to three years’ experience in RFP's as well as experience in private credit products and the asset management industry.
Excellent written and verbal English communication skills.
Ability to work well under pressure and competently manage multiple deadlines efficiently.
Intellectual curiosity, desire to cultivate relationships, client focused, collaborative in nature and an ability to recognise and embrace change.
Proficient Microsoft Office skills, especially Word and Excel.
High attention to detail.
Strong organisational and time management skills and high sense of urgency
Drive to learn and develop knowledge base constantly!
Ability to work autonomously yet responsibly as part of a team.
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of 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 maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
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 to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation 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.
Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance