Request for Proposal - Associate

Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team
As an Associate in Requests for Proposal Writer, you will be a key player in our global teams. You will have the opportunity to create documents that showcase our unique value proposition and brand commitments to our clients around the world. Together, we will coordinate with various product groups, Investment Specialists, and Client Advisors in the creation, review, and maintenance of client documents. This role offers you the chance to contribute significantly to our team and to develop your skills in a dynamic and global environment.
Job Responsibilities

• Complete RFPs and RFIs for institutional and wholesale clients/prospects, ensuring the highest accuracy and timely support for the Company Strategic Information team.
• Maintain a centralized database of up-to-date content, including investment strategies, performance data, compliance information, and legal disclosures, to facilitate efficient and accurate proposal development.
• Manage multiple RFP projects simultaneously, adhering to strict deadlines and coordinating with various internal teams to gather necessary information and ensure timely delivery of completed proposals.
• Maintain a high level of competency when reviewing data, quickly identifying both data and format issues.
• Communicate clearly, concisely, and efficiently with multiple teams and product groups across regions.
• Continuously evaluate and enhance the RFP process, including developing standardized templates, best practices, and automation tools to streamline workflow and improve efficiency.

Required qualifications, capabilities and skills

• Post-graduate with at least 3 year of experience in a similar role in Asset Management Industry
• Awareness of business risk and compliance procedures
• Ability to simultaneously manage competing priorities, including immediate, short-term
• Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, with experience in content management systems and proposal automation tools PMAPS/Ovidian/ Spectrum and Saleforce.com applications also helpful
• Strong communication skills, both verbal and written
• Strong work ethic and positive attitude

Preferred qualifications, capabilities and skills

• Understanding of the asset management business, various asset classes and investment products is mandatory
• Prior experience of writing or participating in the Requests for Proposal process is desirable, preferably in the asset management industry
• Ability to quickly gain broad knowledge of the range of assigned JP Morgan Asset Management investment products, in order to succeed in the role
• CFA level 1 could be a distinct advantage
• Financial market awareness and understanding of financial concepts about the Funds products.

About Us
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.