Asset Management - Request for Proposal - Associate

Posted 7 Days Ago
Be an Early Applicant
Mumbai, Maharashtra
Hybrid
7+ Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Associate in Requests for Proposal Writer Team, responsible for creating documents that articulate the company's value proposition to clients worldwide. Manage RFP projects, maintain content database, improve RFP process, and lead a team of RFP writers. Requires 7 years of experience in Asset Management industry, proficiency in Microsoft Office suite, strong communication skills, and a positive work ethic.
Summary Generated by Built In

Job Description
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
As a Associate in Requests for Proposal Writer Team, you will act as a key engagement point with global teams. You should be responsible for creating documents which articulate JPMAM's unique value proposition and brand commitments to clients around the world. This team coordinates with various product groups, Investment Specialists, Client Advisors etc., in the creation, review and maintenance of client documents.
Job Responsibilities

  • Proposal Writing - Complete RFPs and RFIs for Institutional and Wholesale clients/prospects to support the Company Strategic Information team with the highest accuracy in a timely manner
  • Content Management - 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
  • Project management - Manage multiple RFP projects simultaneously adhering to strict deadlines and co-ordinating with various internal teams to gather necessary information and ensure timely delivery of completed proposals
  • Attention to detail - Maintaining a high level of competency when reviewing data and quickly identifying both data and format issues
  • Effective Communication - Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions
  • RFP Process improvement - Continuously evaluate and enhance the RFP process, including the development of standardized templates, best practices and automation tools, to streamline workflow and improve efficiency
  • Team Management - Lead, mentor, and manage a team of RFP writers. Provide guidance and support to team members to ensure high-quality output.Conduct performance reviews and provide feedback to help team members grow and develop their skills.


Required qualifications, capabilities and skills

  • Post-graduate with at least 7 years of experience in a similar role in Asset Management Industry
  • Understanding of the asset management business, various asset classes and investment products is mandatory
  • 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

  • CFA level 1 could be a distinct advantage
  • 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
  • Financial market awareness and understanding of financial concepts about the Funds products.


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 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.

Top Skills

MS Office

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account