Asset Management - RFP US Equity Writer - Associate

J.P. Morgan; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an experienced RFP writer to develop client-focused responses for JPMAM across the U.S. equity platform, Compliance, Risk, and Legal.

You will partner with Investment Specialists, Client Advisors, and subject-matter experts to source information, maintain content libraries, and produce high-quality materials for clients globally.

Qualifications

• Strong attention to detail and willingness to learn.
• Excellent verbal and written communication with strong analytical skills.
• Ability to manage multiple priorities in fast-paced environments.
• Strong organizational and project management skills, able to work independently.
• Proficiency in Microsoft Word; working knowledge of Excel.
• Bachelor’s degree is required.

Responsibilities

• Create accurate, compelling, client-focused RFPs and DDQs from drafting through final production in line with review/compliance procedures.
• Collaborate with investment specialists, client advisors, legal, risk and other departments to source information and build high-quality responses.
• Maintain investment language in the internal content library and use AI drafting tools to produce first drafts and improve output.
• Independently manage quarterly refresh of standard materials, updating product profiles and related data.
• Collaborate with JPMAM offices globally to deliver cohesive content and solutions.

Skills

Attention to detail

Excellent communication

Priorities management

Project management

Microsoft Word

Excel

Education

Bachelor's degree

Job description

As an RFP writer, you will develop a strong understanding of J.P. Morgan Asset Management (JPMAM) by partnering with investment professionals and colleagues across the U.S. equity platform, Compliance, Risk, Legal, and other functions to create accurate, compelling and client-focused responses.

The team works closely with Investment Specialists, Client Advisor, and other subject-matter experts to create, maintain and deliver high-quality client materials. Through these partnerships you will build a strong understanding of JPMAM’s investment capabilities, products and client solutions, while building expertise across the U.S. Equity platform.

Job responsibilities

• The primary duties include creating accurate, compelling, and client-focused RFPs and DDQs, and managing submissions from initial drafting through final production and distribution in accordance with established review and compliance procedures.
• Partner with the investment specialist team, client advisors, legal, risk, and other departments across the firm to source information and data, while building strong working relationships that support high-quality, client-focused responses
• Maintain and organize investment language within the internally developed content library, and use AI-enabled drafting tools to produce first drafts while improving their output
• Independently manage the quarterly refresh of standard materials, including updating product profiles, product data and related standard content
• Collaborate with colleagues in JPMAM offices globally, ensuring a cohesive and unified approach to delivering high-quality content and solutions.

Required qualifications and skills

• Strong attention to detail, a willingness to learn and the ability to quickly develop expertise in new subject areas.
• Excellent communication skills, both verbal and written, along with strong analytical skills
• Ability to manage multiple priories in fast-paced environments, consistently meet deadlines and build effective relationships with stakeholders across all levels of the organization
• Strong organizational and project management skills, with the ability to prioritize competing deadlines, work independently with minimal supervision, and collaborate effectively across global teams
• Intermediate to advanced proficiency in Microsoft Word and working knowledge of Excel
• Bachelor’s degree

Preferred qualifications, capabilities, and skills

• Previous experience within asset management or other investment focused financial services organization.
• General understanding of business risk and compliance procedures.
• Experience using AI-enabled productivity tools to improve efficiency .
• Demonstrated resourcefulness and the ability to independently find answers and move work forward.

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 our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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. Join a team responsible for creating documents that communicate J.P. Morgan Asset Management's investment capabilities and value proposition to clients globally