Asset Management - Request for Proposal US Equity Team Writer - Associate

JPMorgan Chase • New York, NY • 1d ago

Join as an Request for Proposal writer to gain panoramic-to-deep command of Asset Management, collaborating with SMEs across compliance, risk, legal, and operations to craft tailored responses for diverse clients.

As a Request for Proposal writer, you'll gain a broad overview-and, over time, deep expertise-across Asset Management functions by partnering with subject matter experts in compliance, risk management, legal, and operations to source information and refine responses, while building a nuanced understanding of the distinct needs of diverse client @types.

The Global Request for Proposal Group is responsible for creating the documents which articulate J.P. Morgan Asset Management's unique value proposition and brand commitments to clients around the world. The Global Request for Proposal Group plays a key role in both the acquisition of new business and the retention of valuable existing clients, through the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) for Institutional and Wholesale/Retail clients and distributors of JPMAM's products and services, including Consultants. This team works closely with our Product Investment Specialist and Client Advisor partners to create, curate and maintain these client documents.

Job responsibilities

Deliver high-quality content and solutions for Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). The primary duties include creating accurate, compelling, and client-focused RFP responses, and overseeing the production and internal distribution of both draft and final versions of RFPs

Collaboration with Sales teams, Investment Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading, and other departments is essential, built on strong, effective, two-way working relationships

Maintain and organize investment language within the internally developed content library, known as the Info Request Library (IRL)

Adhere to approved review, compliance, and record-keeping procedures

Implement demand governance procedures to control and improve the production and success rates of RFPs completed by the team

Demonstrate a deep understanding of clients' differing needs and sophistication levels to craft appropriate responses

Collaboration with colleagues in JPMAM offices globally is also a key aspect of the role, ensuring a cohesive and unified approach to delivering high-quality content and solutions

Required qualifications, capabilities, and skills

The ideal candidate should demonstrate outstanding accuracy and attention to detail

Excellent communication skills, both verbal and written, are essential, along with strong numeracy and the ability to tailor responses to client questions and create new written material

The candidate must be responsive to client demands, able to work under pressure, and flexible enough to meet tight deadlines. Confidence in working directly with stakeholders at all levels is crucial to ensure their RFP service needs are met

The ability to organize, prioritize, and multi-task in a fast-paced team environment. The candidate should be able to work both as part of a collaborative global team and on their own initiative, with sensitivity to different cultures and working styles

A solid grounding in the financial markets and an understanding of basic financial concepts, as well as knowledge or experience in the U.S. Equity asset class are critical, along with an awareness of business risk and compliance procedures

Leadership skills with the candidate expected to demonstrate a professional, positive, and mature attitude at all times

Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook at an intermediate to advanced level is necessary

Preferred qualifications, capabilities, and skills

Bachelor's degree is preferred

Prior experience in writing or participating in the RFP process within the asset management industry is highly advantageous

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