Asset Management - Proposal Writer - Associate

JOB DESCRIPTION Job Summary The Global RFP Group is responsible for creating documents which articulate J.
P.
Morgan Asset Management’s unique value proposition and brand commitments to clients globally.
The Global RFP Group plays a key role in both the acquisition of new business and the retention of existing clients, through the completion of client-initiated documents normally in the form of a Request for Proposal (RFP), Request for Information (RFI) and/or Due Diligence Questionnaire (DDQ), for Institutional and Retail clients as well as distributors of JPMAM’s products and services.
Moreover, the Global RFP Group works closely with internal partners (i.
e.
, Client Advisors, Investment Specialists, Portfolio Managers, Client Account Managers, Compliance, Risk Management, Legal, etc.
) to source, create and maintain language and data pieces that are stored and maintained across regions and asset classes for client use.
The Global RFP Group is focused on: Supporting the business to grow its assets by maximizing JPMAM’s chances of success in the RFP stages of the manager selection process Ensuring a high and consistent global standard of quality deliverables to our clients Measuring and driving client satisfaction and a consistent client experience An RFP is a proposal or questionnaire that a potential client issues to asset management firms when tendering for new business in order to thoroughly understand how these firms manage client assets.
It is typically the first formal stage of the sales process in the institutional and wholesale segments of the investment management industry This team is responsible for sourcing, creating and maintaining responses to non-product specific questions; and ensuring the accuracy and consistency of company-level language in all RFPs compiled for clients globally, to convey a ‘seamless’ offering to clients, across all products and locations.
This involves extensive liaison with colleagues overseas, in Europe, the Americas and Asia, in the creation and co-ordination of RFP responses, including Sales and RFP team colleagues and contacts from other business areas, both in the US and overseas.
The role offers an excellent opportunity to gain an overview and, over time, an in-depth knowledge of the broad spectrum of functions conducted in the Asset Management business.
In the course of completing RFPs, the successful applicant will work with subject matter experts in the various functions, such as compliance, risk management, legal, and operations to source information and update responses; in so doing, they will also build an understanding of the specific needs of different client type Job Responsibilities Creation of accurate, compelling and client-focused RFP responses, maintenance of product profiles and investment process language; organization of RFP language in the department’s proposal software system Overall responsibility for production, internal distribution and curation of draft and final version RFPs and other client documents and responses to other RFIs from prospective clients and consultants Development of strong, effective, two-way working relationships with key stakeholders, including Global Institutional and Global Funds Sales teams, and Client Service Teams Gaining quickly a broad knowledge of the structure and operations of the firm; and the range of investment services and vehicles offered by JPMAM, in order to fulfill all of the above and interfacing with various internal stakeholders (e.
g.
, Sales teams, Portfolio Analysis Group, Investment Specialist, Compliance, Legal, Risk, Finance) Building an understanding of clients’ differing needs and levels of sophistication, in order to tailor responses to the target audience Rigorous adherence to approved review, compliance and record-keeping procedures Implementation of processes to control and, where possible, improve production and ‘win’/’success’ rates of RFPs completed by the team Required Qualifications, Capabilities, and Skills Prior experience in RFP writing and Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); prior experience of using RFP library applications and Saleforce.
com is also helpful, but an overall willingness and ability to pick up new technologies is highly favored.
Excellent communication skills, both verbal and written; excellent writing skills in English Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree priorities and deadlines Organization, prioritization and multi-tasking skills and ability to tailor responses to client questions and create new written material Ability to gain quickly a broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role Financial market awareness and understanding of basic financial concepts and awareness of business risk and compliance procedures Preferred Qualifications, Capabilities, and Skills University degree preferred but not a must depending on industry experience ABOUT US JPMorgan Chase & Co.
, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.
P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
(If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.
) We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans ABOUT THE TEAM J.
P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.