Asset Management - Request for Proposal - Analyst

JPMorgan Chase & Co.; Mumbai; Sur place; INR 1 600 000 - 2 400 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Mumbai seeks an experienced Requests for Proposal Analyst to craft high-quality client proposals for institutional and wholesale clients.

You will collaborate with global sales, client service, product and investment teams to gather accurate information and articulate the firm’s value. The role emphasizes standardization, process improvement, and delivering proposals on tight deadlines while balancing multiple priorities.

Qualifications

• Post-graduate degree required.
• 2+ years of asset management proposal experience.
• Understanding of risk and compliance procedures.
• Ability to manage competing priorities.
• Proficiency with Word, Excel, PowerPoint.
• Experience with content management systems and proposal automation tools.
• Clear written and verbal communication with stakeholders across regions.
• Collaborative, proactive work ethic.

Responsabilités

• Draft RFPs and RFI responses for institutional and wholesale clients.
• Coordinate concurrent proposal projects across global teams to meet deadlines.
• Curate a centralized content library including strategy, performance data, and disclosures.
• Validate data and formatting to identify and resolve quality issues.
• Communicate with product groups and regional partners throughout the proposal lifecycle.
• Improve workflow by adopting standardized templates and automation tools.

Connaissances

MS Office

Proposal coordination

Written communication

Verbal communication

Project management

AI-powered analytics

Formation

Post-graduate degree

Outils

Content management systems

Proposal automation tools

Description du poste

Bring your writing and project coordination expertise to a collaborative, global team where you can grow your career while helping clients meet their investment needs.

As a Requests for Proposal Analyst in the Emerging Markets Equity Team, you create and deliver high-quality client proposal content that clearly articulates the firm’s value and commitments. You partner with global stakeholders across sales, client service, product specialists, investment specialists, and portfolio teams to gather, validate, and maintain accurate information. You help strengthen the proposal process through standardization and continuous improvement while working across multiple priorities and deadlines.

Job Responsibilities:

• Draft Requests for Proposal and Requests for Information responses for institutional and wholesale clients and prospects with a strong focus on accuracy and timeliness
• Coordinate concurrent proposal projects, aligning inputs across global internal teams to meet strict deadlines
• Curate a centralized library of current content, including investment strategy descriptions, performance information, compliance details, and legal disclosures
• Validate data and formatting to quickly identify and resolve quality issues before delivery
• Communicate clearly and efficiently with multiple product groups and regional partners throughout the proposal lifecycle
• Enhance the proposal workflow by identifying improvement opportunities and supporting the adoption of standardized templates, best practices, and automation tools

Required qualifications, skills, and capabilities:

• Hold a post-graduate degree
• Bring 2+ years of experience in a similar role within the asset management industry
• Demonstrate awareness of business risk and compliance procedures
• Manage competing priorities across immediate and short-term deliverables
• Use Microsoft Office applications, including Word, Excel, and PowerPoint
• Operate content management systems and proposal automation tools, where applicable
• Communicate effectively in writing and verbally with stakeholders across regions
• Maintain a strong work ethic and positive, collaborative approach

Preferred qualifications, skills, and capabilities:

• Demonstrate understanding of the asset management business, asset classes, and investment products
• Evidence experience writing or contributing to Requests for Proposal responses, ideally in asset management
• Gain broad knowledge of assigned J.P. Morgan Asset Management investment products to support timely, accurate responses
• Exhibit financial market awareness and understanding of fund-related concepts
• Hold Chartered Financial Analyst Level I
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.