Full Job Description

Location: LONDON, LONDON, United Kingdom

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to 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

Bulge Bracket Investment Banks

17 days ago

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Asset Management - Proposal Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: London

Country: United Kingdom

Join J.P. Morgan Asset Management's proposal team to produce client-focused RFP, RFI and DDQ responses for institutional, retail and distributor clients. You will maintain product and investment process language, coordinate production and curation of client documents, and work closely with sales, client service and internal control partners. The role requires strong writing, attention to detail, client responsiveness and the ability to manage tight deadlines while improving proposal processes and success rates.

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