JPMorgan Chase
Asset Management
J.P. Morgan Asset Management ("JPMAM") is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Our Team The Global RFP 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 RFP 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) and other written client materials, for Institutional and Wholesale clients and distributors of JPMAM's products and services. This team works closely with our Product and Sales partners to create, curate and maintain these client documents.
The Global RFP Group is focused on:
Supporting the business to grow its assets by maximizing JPMAM's chances of success in the RFP 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).
Role Description The Request for Proposal (RFP) Associate will be based in New York, NY and will provide support to the firm‑wide content team within the wider Global RFP team. The RFP Associate will be responsible for responding to detailed RFPs, RFIs and DDQs from clients and distributors of JPMAM's products and services.
This team is responsible for sourcing, creating and maintaining responses to specific firm questions; and ensuring the accuracy and consistency of language to be used in RFPs for clients globally. This involves extensive liaison with colleagues and business partners across Asset Management globally.
The role offers an excellent opportunity to gain a deep understanding of JPMAM's product platforms and an in-depth knowledge of the broad spectrum of functions conducted in the Asset Management business.
Primary Responsibilities
Creating accurate, compelling and client‑focused RFP responses with overall responsibility for production, internal distribution and curation of draft and final versions of RFPs, RFIs, annual DDQs and other documents from prospective clients and consultants.
Developing strong, effective, two‑way working relationships with key stakeholders including Investment Specialists, Client Advisors, Sales Associates, Client Service Managers and other business partners.
Developing broad knowledge of the structure and operations of the assigned product team and the range of investment services and vehicles offered by JPMAM
Building an understanding of clients' differing needs and levels of sophistication, in order to tailor responses to the target audience
Maintaining product and firm‑level content and data, product profiles, master documents and other language in our Information Request Library
Participation in other activities relevant to the new business process and the department function
Rigorous adherence to approved review, compliance and record‑keeping procedures
Implementation of processes to control and, where possible, improve production and win/success rates of RFPs completed by the team
Essential Skills and Qualifications RFP Writing & Project Management Skills
Prior experience of writing or participating in the RFP process is a distinct advantage
Excellent communication skills, both verbal and written; in English
Ability to tailor responses to client questions and create new written material
Outstanding accuracy, attention to detail, organization, prioritization and multi‑tasking skills
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
Product & Business Knowledge
Prior experience in investment products is a distinct advantage
Ability to gain quickly a broad knowledge of assigned JPMAM investment products
Financial market awareness and understanding of basic financial concepts
Awareness of business risk and compliance procedures
Microsoft Office Suite skills (intermediate/advanced); prior experience of using RFP databases and Saleforce.com applications also helpful
Leadership Skills
Strong work ethic and professional, positive and mature attitude at all times
Ability to work as part of a collaborative global team, as well as on own initiative; sensitivity to different cultures and working styles
Ability to display J.P. Morgan's core values and business principles
University degree
Education
University Degree
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
Base Pay/Salary New York, NY : $105,000.00 - $120,000.00 / year
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Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Our Team The Global RFP 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 RFP 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) and other written client materials, for Institutional and Wholesale clients and distributors of JPMAM's products and services. This team works closely with our Product and Sales partners to create, curate and maintain these client documents.
The Global RFP Group is focused on:
Supporting the business to grow its assets by maximizing JPMAM's chances of success in the RFP 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).
Role Description The Request for Proposal (RFP) Associate will be based in New York, NY and will provide support to the firm‑wide content team within the wider Global RFP team. The RFP Associate will be responsible for responding to detailed RFPs, RFIs and DDQs from clients and distributors of JPMAM's products and services.
This team is responsible for sourcing, creating and maintaining responses to specific firm questions; and ensuring the accuracy and consistency of language to be used in RFPs for clients globally. This involves extensive liaison with colleagues and business partners across Asset Management globally.
The role offers an excellent opportunity to gain a deep understanding of JPMAM's product platforms and an in-depth knowledge of the broad spectrum of functions conducted in the Asset Management business.
Primary Responsibilities
Creating accurate, compelling and client‑focused RFP responses with overall responsibility for production, internal distribution and curation of draft and final versions of RFPs, RFIs, annual DDQs and other documents from prospective clients and consultants.
Developing strong, effective, two‑way working relationships with key stakeholders including Investment Specialists, Client Advisors, Sales Associates, Client Service Managers and other business partners.
Developing broad knowledge of the structure and operations of the assigned product team and the range of investment services and vehicles offered by JPMAM
Building an understanding of clients' differing needs and levels of sophistication, in order to tailor responses to the target audience
Maintaining product and firm‑level content and data, product profiles, master documents and other language in our Information Request Library
Participation in other activities relevant to the new business process and the department function
Rigorous adherence to approved review, compliance and record‑keeping procedures
Implementation of processes to control and, where possible, improve production and win/success rates of RFPs completed by the team
Essential Skills and Qualifications RFP Writing & Project Management Skills
Prior experience of writing or participating in the RFP process is a distinct advantage
Excellent communication skills, both verbal and written; in English
Ability to tailor responses to client questions and create new written material
Outstanding accuracy, attention to detail, organization, prioritization and multi‑tasking skills
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
Product & Business Knowledge
Prior experience in investment products is a distinct advantage
Ability to gain quickly a broad knowledge of assigned JPMAM investment products
Financial market awareness and understanding of basic financial concepts
Awareness of business risk and compliance procedures
Microsoft Office Suite skills (intermediate/advanced); prior experience of using RFP databases and Saleforce.com applications also helpful
Leadership Skills
Strong work ethic and professional, positive and mature attitude at all times
Ability to work as part of a collaborative global team, as well as on own initiative; sensitivity to different cultures and working styles
Ability to display J.P. Morgan's core values and business principles
University degree
Education
University Degree
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
Base Pay/Salary New York, NY : $105,000.00 - $120,000.00 / year
#J-18808-Ljbffr