Asset Management – Global Request Proposal Group Writer – Associate

Job Category:
Request for Proposal

Job Description:

Step into a crucial role with JP Morgan Asset Management’s Global Request for Proposal Group, where your expertise will drive business growth and client loyalty through high‑impact proposals and strategic partnerships! As a Request for Proposal Writer within Asset Management, you will acquire new business and retain existing clients by completing Request for Proposals, requests for information, and due diligence questionnaires for JP Morgan Asset Management’s clients and distributors.

You’ll join a dedicated team working closely with Product Investment Specialists and Client Advisors to ensure high‑quality deliverables, supporting business growth and success in the proposal stage. You will focus on our Multi‑Asset Solutions and Beta strategies, offering the opportunity to learn about JP Morgan Asset Management’s extensive range of investment products.

• Deliver high‑quality content and solutions for Request for Proposals and Due Diligence Questionnaires.
• Interact and closely collaborate with key stakeholder groups who will help in providing data and answering questions more thoroughly (Sales teams, Investments Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading and other departments).
• Develop strong, effective, two‑way working relationships and collaboration with key stakeholders, including sales teams and Investment Specialists.
• Work in close collaboration with the other members of the Request for Proposal team to help deliver high quality content and solutions to be used in Request for Proposals and Due Diligence Questionnaires, creating accurate, compelling and client‑focused responses.
• Maintain and organize investment language within the internally developed content library, known as the Info Request Library.
• Adhere to approved review, compliance, and record‑keeping procedures.
• Participate in projects involving the testing of new technology such as process automation, metrics production, and evolution of AI function enhancements in Request for Proposal tools.

• Demonstrate outstanding accuracy and attention to detail. Excellent communication skills, both verbal and written, are essential, along with strong numeracy and the ability to tailor responses to client questions and create new written material.
• Prior experience in writing or participating in the Request for Proposal process within the asset management industry.
• A solid grounding in the financial markets and an understanding of basic financial concepts is critical, along with an awareness of business risk and compliance procedures.
• The ability to organize, prioritize, and multi‑task in a fast‑paced team environment is necessary, with the capability to work both as part of a collaborative global team and independently. The candidate must be responsive to client demands, able to work under pressure, and flexible enough to meet tight deadlines. Confidence in partnering directly with stakeholders at all levels is crucial to ensure their Request for Proposal service needs are met.
• Leadership skills demonstrating a professional, positive, and mature attitude.
• Intermediate to advanced proficiency in Microsoft Word, PowerPoint, Excel, and Outlook.

• Knowledge of JP Morgan Asset Management organization, investment products and specifically the multi‑asset solutions space.

JPMorgan

Chase, 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,…