Senior Fintech Account Management Specialist

3 weeks ago


Edinburgh, Edinburgh, United Kingdom Franklin Templeton Investments Full time

Fintech Account Management Role


Martin Currie, owned by Franklin Templeton, a diversified firm spanning asset management, wealth management, and fintech, offers various ways to help investors achieve their goals. With clients in over 150 countries and offices on six continents, you'll gain exposure to diverse cultures, people, and business development worldwide.


As an independent Specialist Investment Manager within Franklin Templeton, Martin Currie is a modern, vibrant investment firm with leading asset owners as clients. The role involves managing and developing effective relationships with stakeholders and SMEs across the business, aiming to create and maintain high-quality RFP responses.


Ongoing Responsibilities



  • Respond to strategic and complex proposals and due diligence questionnaires to a high standard, leading kick-off meetings and project managing the RFP to completion.
  • Use data skills to compile quantitative responses from multiple sources and create robust back-up from internal systems and spreadsheets.
  • Consultant Databases
  • Assist with the maintenance of consultant databases, including monthly and quarterly quantitative updates and periodic qualitative reviews.
  • Content Library
  • Ensure that major updates to content library entries are promptly undertaken after the completion of RFPs and DDQs.
  • Lead content creation and maintenance for sections of the Qvidian content library, covering the equity asset class and firm topics when required.
  • Conduct regular and ad hoc content reviews, including analyzing, editing, and proofreading content in accordance with review schedules, ensuring accuracy and consistency with product marketing initiatives, investment strategy team input.
  • Ensure you are aware of, comply with and are an advocate and role model for all MC Legal, Regulatory, Governance, Risk and Compliance obligations, including understanding your personal responsibilities, obligations, record keeping and behaviours at all times.

Ideal Qualifications, Skills & Experience


This role would be particularly suited to an individual with previous RFP experience in the investment management industry. Effective deadline management skills with the capacity to handle several questionnaires simultaneously, exceptional attention to detail and production of high-quality work are essential.


Our Values


Respect is key to highly effective performance within each of our jobs. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.




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