Asset Management - Proposal Associate

Testing Site - JPMC; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

J.P. Morgan Asset Management is seeking an Asset Management - Proposal Associate to help win new business and retain existing clients.

You will draft client-focused RFP/RFI responses, maintain language and data templates, and coordinate draft and final documents with internal partners across regions. You will collaborate with Client Advisors, Investment Specialists, Portfolio Managers and Compliance to source data, tailor content, and ensure timely, accurate responses that meet client needs and

Qualifications

• Excellent written and verbal communication in English.
• High accuracy and attention to detail with strong numeracy.
• Ability to work under tight deadlines and stay responsive to client requests.
• Confidence to partner with stakeholders at all levels and manage priorities.
• Familiarity with financial concepts and risk/compliance basics.
• Proficient in MS Word, PowerPoint, Excel and Outlook with willingness to learn new tools.

Responsibilities

• Creates accurate, compelling and client-focused RFP responses.
• Maintains product profiles and investment process language in the proposal system.
• Coordinates production, internal distribution and curation of draft and final RFPs and client documents.
• Responds to RFIs from prospective clients and consultants.
• Develops strong relationships with Global Institutional and Funds Sales teams and Client Service Teams.
• Gains broad knowledge of JPMAM's structure and services across regions; collaborates with colleagues globally.
• Interfaces with Sales, Portfolio Analysis, Compliance, Legal, Risk and Finance to gather data.
• Tailors responses to different client audiences and needs.
• Participates in activities related to the new business process and department function.
• Adheres to review procedures and keeps records according to policy.
• Implements processes to improve RFP production and success rates.

Skills

Communication

Attention to detail

Numeracy

Stakeholder management

Ability to work under pressure

Team collaboration

Financial market awareness

Microsoft Office

Education

University degree

Tools

Word

PowerPoint

Excel

Outlook

Job description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client serviceteams, marketing support, andproduct specialists, are dedicated to the support of our clients and leveragethe capabilities of our global firmto deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.

As an Asset Management - Proposal Associate within JPMAM, you will be instrumental in both acquiring new business and retaining existing clients. This will be achieved through the completion of client-initiated documents, typically in the form of a Request for Proposal (RFP), Request for Information (RFI), and/or Due Diligence Questionnaire (DDQ), for Institutional and Retail clients as well as distributors of JPMAM’s products and services. Additionally, you will collaborate closely with internal partners such as Client Advisors, Investment Specialists, Portfolio Managers, Client Account Managers, Compliance, Risk Management, Legal, etc., to source, create, and maintain language and data pieces that are stored and maintained across regions and asset classes for client use.

Job Responsibilities

• Creates accurate, compelling and client-focused RFP responses

• Maintains product profiles and investment process language; organization of RFP language in the department’s proposal software system

• Coordinates production, internal distribution and curation of draft and final version
  RFPs and other client documents

• Responds to other RFIs from prospective clients and consultants

• Develops strong, effective, two-way working relationships with key stakeholders, including Global Institutional and Global Funds Sales teams, and Client Service Teams

• Gains quickly a broad knowledge of the structure and operations of the firm; and the range of investment services and vehicles offered by JPMAM, collaborates with colleagues in JPMAM offices globally

• Interfaces with many business partners who will help in providing data and answering questions more thoroughly (e.g., Sales teams, Portfolio Analysis Group, Investment Specialist, Compliance, Legal, Risk, Finance, Trading and other departments)

• Builds an understanding of clients’ differing needs and levels of sophistication, in order to tailor responses to the target audience

• Participates in other activities relevant to the new business process and the department function

• Adhere rigorously to approved review, comply with, and keep records according to procedures

• Implements processes to control and, where possible, improve production and ‘win’/’success’ rates of RFPs completed by the team

Required qualifications, capabilities and skills

• 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

• Financial market awareness and understanding of basic financial concepts

• Awareness of business risk and compliance procedures

• Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); an overall willingness and ability to pick up new technologies

• Ability to work as part of a collaborative global team, as well as on one’s own initiative; sensitivity to different cultures and working styles

• Strong work ethic and positive attitude

• Genuine passion for learning about our business and investment products

• Genuine interest in the presentation and customization of completed documents

Preferred qualifications, capabilities and skills

• University degree

• Prior experience of writing or participating in the RFP process

• Prior experience in Fixed Income

• Ability to tailor responses to client questions and create new written material