Asset Management - Request for Proposal Writer - Associate

In this role you are responsible for creating documents which articulate J.P. Morgan Asset Management's unique value proposition and brand commitments to clients globally.You will play 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, Request for Information, and/or Due Diligence Questionnaire, for Institutional and retail clients as well as distributors of JP Morgans products and services.In this role you will work 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.You will be focused on:

Supporting the business to grow its assets by maximizing JPMAM's chances of success in the request for proposal 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

Job Responsibilities

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

Core Responsibilities:

Creation of accurate, compelling and client-focused responses

Maintenance of product profiles and investment process language; organization of 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

Responses to other request for information 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 JP Morgan, in order to fulfill all of the above

Qualifications

Prior experience of writing or participating in the RFP process is a distinct advantage

Prior experience in U.S. Fixed Income is a distinct advantage

Excellent communication skills, both verbal and written; excellent writing skills in English

Outstanding accuracy and attention to detail

Strong numeracy

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

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 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.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.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, discretionary incentive compensation which may be awarded in recognition of 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.Equal Opportunity Employer/Disability/VeteransBase Pay/SalaryNew York,NY $100,000.00 - $120,000.00 / year