Asset Management - Request for Proposal US Equity Team Writer - Associate
Join as an Request for Proposal writer to gain panoramic-to-deep command of Asset Management, collaborating with SMEs across compliance, risk, legal, and operations to craft tailored responses for diverse clients.
As a Request for Proposal writer, you'll gain a broad overview-and, over time, deep expertise-across Asset Management functions by partnering with subject matter experts in compliance, risk management, legal, and operations to source information and refine responses, while building a nuanced understanding of the distinct needs of diverse client types.
The Global Request for Proposal Group is responsible for creating the documents which articulate J.P.
Morgan Asset Management's unique value proposition and brand commitments to clients around the world.
The Global Request for Proposal Group plays a key role in both the acquisition of new business and the retention of valuable existing clients, through the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) for Institutional and Wholesale/Retail clients and distributors of JPMAM's products and services, including Consultants.
This team works closely with our Product Investment Specialist and Client Advisor partners to create, curate and maintain these client documents.
Job responsibilities
* Deliver high-quality content and solutions for Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs).
The primary duties include creating accurate, compelling, and client-focused RFP responses, and overseeing the production and internal distribution of both draft and final versions of RFPs
* Collaboration with Sales teams, Investment Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading, and other departments is essential, built on strong, effective, two-way working relationships
* Maintain and organize investment language within the internally developed content library, known as the Info Request Library (IRL)
* Adhere to approved review, compliance, and record-keeping procedures
* Implement demand governance procedures to control and improve the production and success rates of RFPs completed by the team
* Demonstrate a deep understanding of clients' differing needs and sophistication levels to craft appropriate responses
* Collaboration with colleagues in JPMAM offices globally is also a key aspect of the role, ensuring a cohesive and unified approach to delivering high-quality content and solutions
Required qualifications, capabilities, and skills
* The ideal candidate should 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
* The candidate must be responsive to client demands, able to work under pressure, and flexible enough to meet tight deadlines....
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210716346
- Posted: 2026-03-07 08:13:37 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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