RFP Writer, Associate

JPMAM Global RFP Group Department Description: 

The Global Request for Proposal (RFP) Group is at the forefront of crafting documents that eloquently convey J.P. Morgan Asset Management’s (JPMAM) distinctive value proposition and brand commitments to clients worldwide. 

The Global RFP Group is instrumental in supporting the growth of new business and maintaining strong relationships with existing clients by managing Requests for Proposal (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs). This team serves Institutional, Wholesale and Retail clients, Distributors, and Consultants for JPMAM’s products and services, ensuring comprehensive and timely responses to their information needs.

This dedicated team collaborates closely with our Product Investment Specialists and Client Advisors to create, curate, and maintain RFPs, RFIs, and DDQs. The Global RFP Team helps support the business to grow its assets by maximizing JPMAM’s chances of success in the RFP stage of the manager selection process by ensuring a high and consistent global standard of quality deliverables to our clients.

Role Description: 

An opportunity has arisen for an RFP Writer in our New York office, as part of the wider JPMAM Global RFP Group. This role will be focused on our Global Fixed Income, Currency & Commodities, and Global Liquidity strategies. The role also offers the opportunity to learn about JPMAM’s extensive range of investment products across the Equities, Multi-Asset Solutions and Alternatives space. 

The role offers an excellent opportunity to gain an overview and, over time, an in-depth knowledge of the broader spectrum of functions conducted in the Asset Management business. There is also the potential to work on other asset classes over time. Flexibility is essential. 

Role and Responsibilities: 

• Deliver high-quality content and solutions for RFPs, RFIs and 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.
• Interact and closely collaborate with key internal stakeholder groups globally to source, validate and refine content (e.g., Sales teams, Investments Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading and other departments).
• Establish effective working relationships across our Global RFP Group, with team members located in New York, Columbus, London, Hong Kong, Japan and Mumbai.
• Maintain and organize investment language within the internally developed content library, known as Info Request Library (IRL).
• Participate in projects involving the testing of new technology such as process automation, metrics production, and evolution of AI function enhancements in RFP tools.
• Rigorously adhere to approved review, compliance, and record-keeping procedures. 

Essential experience / knowledge / competencies:

• The ideal candidate should demonstrate outstanding accuracy and attention to detail. 
• Excellent communication skills, both verbal and written, are essential.
• The ability to tailor responses to client questions and create new written material. 
• The ability to organize, prioritize, and multi-task in a fast-paced deadline driven environment is necessary, with the capability to work both as part of a collaborative global team and independently.
• Prior experience in writing or participating in the RFP process within the asset management industry is highly advantageous.
• Confidence in partnering directly with stakeholders at all levels is crucial to ensure their RFP service needs are met.   
• A strong work ethic and positive attitude are important, as is a genuine passion for learning about the business and investment products.
• Leadership skills are also important, with the candidate expected to demonstrate a professional, positive, and mature attitude at all times, displaying J.P. Morgan’s core values and business principles and leading by example.
• 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. 
• Knowledge of JPMAM’s organization, investment products, specifically with the Fixed Income and Liquidity space would be a distinct advantage.
• Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook at an intermediate to advanced level is necessary.