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JPMorgan Chase & Co,

Asset Management, RFP Writer, US Equity, Vice President - Military veterans preferred

JPMorgan Chase & Co, - New York City, NY

Asset Management and Wealth Management: J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management\u00a0businesses. With client assets of $2.5 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2017)\u00a0Asset Management:
J.P. Morgan 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.

A clear focus on managing client assets and delivering strong risk-adjusted returns
More than 1,200 investment professionals providing\u00a0strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Department Description:The Global RFP Group is responsible for creating the documents which articulate J.P. Morgan Asset Management\u2019s unique value proposition and brand commitments to clients around the world.\u00a0 \u00a0The 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\u2019s products and services. This team works closely with our Product, Client Portfolio Manager and Client Advisor partners to create, curate and maintain these client documents.\u00a0The Global RFP Group is focused on:
Supporting the business to grow its assets by maximizing JPMAM\u2019s 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).
\u00a0Role Description:This new Request for Proposal (RFP) Writer role has a particular focus on US Equity, and offers the opportunity to learn in-depth about JPMAM\u2019s comprehensive range of successful US Equity strategies and funds, as well as the needs of different client types.\u00a0There is, however, scope to learn about other asset classes and products over time, and candidates are expected to be flexible in this respect, so as to be able to respond to fluctuations in client demand and workload between product areas and RFP teams, and support team colleagues during periods of high demand. This, in turn, offers an opportunity for the successful candidate to broaden out their asset class and investment product knowledge over time.\u00a0Our RFP Team Leaders and Writers work closely with Client Portfolio Managers (CPMs) who are experienced specialists in their respective asset classes and are responsible for reviewing all product content in RFPs and other documents, and assisting with non-standard responses and data. Our teams also need to collaborate extensively with colleagues and partners in other departments across the firm, both locally and globally.\u00a0
Role and Responsibilities:
Creation of accurate, compelling and client-focused RFP responses
Maintenance of product profiles and investment process language; organization of RFP language in the department\u2019s proposal software system (PMAPS)
Overall responsibility for production, internal distribution and curation of draft and final version RFPs and other client documents
Responses to other RFIs from prospective clients and consultants
Development of strong, effective, two-way working relationships with key stakeholders, including Global Institutional and Global Funds Sales teams, and Client Portfolio Managers, who are responsible for reviewing and approving RFPs for their clients
Gaining quickly a broad knowledge of the structure and operations of the firm; and the range of investment services and vehicles offered by JPMAM, in order to fulfill all of the above
Collaboration with colleagues in JPMAM offices globally
Interfacing with many business partners who will help in providing data and answering questions more thoroughly (e.g., Sales teams, Portfolio Analysis Group, Client Portfolio Managers, Compliance, Legal, Risk, Finance, Trading and other departments)
Building an understanding of clients\u2019 differing needs and levels of sophistication, in order to tailor responses to the target audience
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 \u2018win\u2019/\u2019success\u2019 rates of RFPs completed by the team

Essential Skills and Qualifications Required:
Prior experience of writing or participating in the RFP process, preferably in the asset management industry
Understanding of Equity investment is desirable
Excellent communication skills, both verbal and written; excellent writing skills in English
Outstanding accuracy and attention to detail
Strong numeracy
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
Organization, prioritization and multi-tasking skills
Ability to work as part of a collaborative global team, as well as on own initiative; sensitivity to different cultures and working styles
Strong work ethic and positive attitude
Ability to tailor responses to client questions and create new written material
Ability to gain quickly a broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role
Genuine passion for learning about our business and investment products
Genuine interest in the presentation and customization of completed documents
Financial market awareness and understanding of basic financial concepts
Awareness of business risk and compliance procedures
Leadership skills: demonstrates a professional, positive and mature attitude at all times; displays J.P. Morgan\u2019s core values and business principles; leads by example
Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); prior experience of using PMAPS and applications also helpful
University degree
\u00a0Measures of Success:

Transactional feedback on:
Quality of RFPs
Timeliness of RFPs
RFP \u2018win\u2019/\u2019success\u2019 rates, i.e. progression to next stage of sales process

See Job Description

11 days 3 hours ago

JPMorgan Chase & Co,


Asset Management, RFP Writer, US Equity, Vice President - Military veterans preferred JPMorgan Chase & Co, - New York City, NY, United States


Location: New York City, NY

Company Profile:
JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: