Step into a crucial role with JP Morgan Asset Management's Global Request for Proposal Group, where your expertise will drive business growth and client loyalty through high-impact proposals and strategic partnerships!

As a Request for Proposal Writer within Asset Management, you will acquire new business and retain existing clients by completing Request for Proposals, requests for information, and due diligence questionnaires for JP Morgan Asset Management's clients and distributors. You'll join a dedicated team working closely with Product Investment Specialists and Client Advisors to ensure high-quality deliverables, supporting business growth and success in the proposal stage. You will focus on our Multi-Asset Solutions and Beta strategies, offering the opportunity to learn about JP Morgan Asset Management's extensive range of investment products.

Job Responsibilities

Deliver high-quality content and solutions for Request for Proposals and Due Diligence Questionnaires.
Interact and closely collaborate with key stakeholder groups who will help in providing data and answering questions more thoroughly (Sales teams, Investments Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading and other departments)
Develop strong, effective, two-way working relationships and collaboration with key stakeholders, including sales teams and Investment Specialists
Work in close collaboration with the other members of the Request for Proposal team to help deliver high quality content and solutions to be used in Request for Proposals and Due Diligence Questionnaires, creating accurate, compelling and client-focused responses
Maintain and organize investment language within the internally developed content library, known as the Info Request Library
Adhere to approved review, compliance, and record-keeping procedures
Participate in projects involving the testing of new technology such as process automation, metrics production, and evolution of AI function enhancements in Request for Proposal tools

Required qualifications, capabilities, and skills

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
Prior experience in writing or participating in the Request for Proposal process within the asset management industry
A solid grounding in the financial markets and an understanding of basic financial concepts is critical, along with an awareness of business risk and compliance procedures.
The ability to organize, prioritize, and multi-task in a fast-paced team environment is necessary, with the capability to work both as part of a collaborative global team and independently. The candidate must be responsive to client demands, able to work under pressure, and flexible enough to meet tight deadlines. Confidence in partnering directly with stakeholders at all levels is crucial to ensure their Request for Proposal service needs are met
Leadership skills demonstrating a professional, positive, and mature attitude
Intermediate to advanced proficiency in Microsoft Word, PowerPoint, Excel, and Outlook

Preferred qualifications, capabilities, and skills

Knowledge of JP Morgan Asset Management organization, investment products and specifically the multi-asset solutions space

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.

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.

JPMorgan Chase & Co. 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.