Asset Management Proposal Associate
Share
Job Location:
Monthly Salary:
Posted on:
Vacancies:
Job Summary
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 clients 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 JPMAMs 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 departments proposal software system
Coordinates production internal distribution and curation of draft and final version
RFPs and other client documentsResponds 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 ones 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
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
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 ov ... View more
