Asset Management - Request for Proposal US Equity Team Writer - Associate Job at

Asset Management - Request for Proposal US Equity Team Writer - Associate New York, NY, United States Job Identification 210716346 Job Category Request for Proposal Business Unit Asset & Wealth Management Posting Date 03/06/2026, 04:26 AM Locations 390 Madison Ave, New York, NY, 10017, US Job Schedule Full time Job Description 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. Confidence in working directly with stakeholders at all levels is crucial to ensure their RFP service needs are met The ability to organize, prioritize, and multi-task in a fast-paced team environment. The candidate should be able to work both as part of a collaborative global team and on their own initiative, with sensitivity to different cultures and working styles A solid grounding in the financial markets and an understanding of basic financial concepts, as well as knowledge or experience in the U.S. Equity asset class are critical, along with an awareness of business risk and compliance procedures Leadership skills with the candidate expected to demonstrate a professional, positive, and mature attitude at all times Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook at an intermediate to advanced level is necessary Preferred qualifications, capabilities, and skills Bachelor’s degree is preferred Prior experience in writing or participating in the RFP process within the asset management industry is highly advantageous 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 ourFAQs 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. #J-18808-Ljbffr In Summary: Request for Proposal writer 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 . Primary duties include creating accurate, compelling, and client-focused RFP responses, overseeing the production and internal distribution of both draft and final versions of RFPs . En Español: Gestión de activos - Solicitud de propuesta US Equity Team Writer - Associate New York, NY, Estados Unidos Identificación del trabajo 210716346 Categoría de empleo Solicitude for Proposal Business Unit Asset & Wealth Management Publication Date 03/06/2026, 04:26 AM Localizaciones 390 Madison Ave, Nueva York, N.Y., 10017, EE.UU. Orden laboral A tiempo completo Descripción del puesto Únase a una solicitud para un escritor de propuesta para obtener el dominio panorámico hasta profundo de la gestión de activos, colaborando con las pymes en materia de cumplimiento, riesgo, legalidad y operaciones para elaborar respuestas personalizadas para diversos clientes. Este equipo trabaja estrechamente con nuestros socios especialistas en inversiones de productos y asesores clientes para crear, curar y mantener estos documentos del cliente. Las tareas primarias incluyen crear respuestas de RFP precisas, convincentes y centradas en el cliente y supervisar la producción e distribución interna tanto del borrador como de las versiones finales de los RFPs Colaboración con equipos de ventas, especialistas en inversiones, gestión de cuentas de clientes, cumplimiento, legales, riesgos, finanzas, comercio y otros departamentos es esencial, construido sobre relaciones de trabajo sólidas, efectivas y bidireccionales Mantener y organizar un lenguaje de inversión dentro de la biblioteca de contenido desarrollada internamente, conocida como Info Request Library (IRL) Adherirse a procedimientos aprobados para revisar, cumplir y mantener registros La implementación de procedimientos de gobernanza de demanda para controlar y mejorar la producción y tasas de éxito de los Puntos de Venta completados por el equipo Demostrar una comprensión profunda de las necesidades y niveles de sofisticación diferentes de los clientes Para elaborar respuestos adecuadosLa colaboración con colegas en oficinas JPM debe ser también un aspecto clave de los requisitos escritos. La confianza en trabajar directamente con las partes interesadas a todos los niveles es crucial para garantizar que se cumplan sus necesidades de servicios RFP La capacidad de organizar, priorizar y multitareas en un entorno de equipo acelerado. El candidato debe ser capaz de trabajar tanto como parte de un equipo global colaborativo como por su propia iniciativa, con sensibilidad a diferentes culturas y estilos de trabajo Una sólida base en los mercados financieros y una comprensión de conceptos financieros básicos, así como conocimiento o experiencia en la clase de activos Equity de Estados Unidos son críticos, junto con una conciencia del riesgo empresarial y procedimientos de conformidad Habilidades de liderazgo con el candidato esperan demostrar una actitud profesional, positiva y atitud en todo momento Proficiencia en Microsoft Word, PowerPoint, Excel, y en un nivel intermedio Es necesario habilidades, capacidades más antiguas, y Licenciatura Prefiere experiencia avanzada en escritura o gestión de activos dentro de las instituciones gubernamentales JPMorgan ofrecen soluciones muy innovadoras al clientela en la industria financiera y las empresas más importantes del mundo. Nuestra historia abarca más de 200 años y hoy somos un líder en banca de inversión, banca para consumidores y pequeñas empresas, banca comercial, procesamiento de transacciones financieras y gestión de activos. Ofrecemos un paquete competitivo de recompensas totales que incluye el salario básico determinado sobre la base del papel, experiencia, conjunto de habilidades y ubicación. Aquellos en roles elegibles pueden recibir una remuneración basada en comisiones e/o reembolso por incentivos discrecionales, pagados en forma de dinero en efectivo y / o equidad perdida, otorgados en reconocimiento a los logros y contribuciones individuales. También ofrecemos una serie de beneficios y programas para satisfacer las necesidades de los empleados, basándose en su elegibilidad. Estos beneficios incluyen cobertura integral de atención médica, centros de salud y bienestar in situ, un plan de ahorro de jubilación, cuidados de respaldo, reembolsos de matrícula, entrenamiento financiero infantil y más. JPMorgan Chase & Co. es un Empleador de Igualdad de Oportunidades, incluyendo Discapacidad / Veteranos Sobre el Equipo JP Morgan Asset & Wealth Management ofrece la gestión de inversiones y soluciones bancarias privadas líderes en la industria.