LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Join Canary Wharfian
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Asset Management - RFP US Equity Writer - Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 6 days ago

No clicks

**RFP US Equity Writer - Associate | Asset Management** As an RFP (Request for Proposal) Writer, manage the creation of accurate and compelling client-focused responses for J.P. Morgan Asset Management's US Equity platform. Collaborate with cross-functional teams, leveraging investment expertise to build and maintain high-quality client materials. Key responsibilities include: - Create RFPs/DDQs, manage submissions, and maintain content library using AI-enabled drafting tools. - Partner with investment specialists, client advisors, and other departments to source information and build strong relationships. - Independently refresh standard materials quarterly, ensuring up-to-date product profiles and data. - Manage multiple priorities, meet deadlines, and build effective stakeholder relationships, with proficiency in Microsoft Word and Excel. Requirements include excellent written and verbal communication skills, strong analytical skills, and the ability to learn quickly. Intermediate to advanced Word proficiency and a bachelor's degree are essential. Preferred candidates possess asset management experience, understanding of business risk, and experience with AI-enabled productivity tools. Join a global team driving J.P. Morgan Asset Management's client communication strategies.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, United States

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 JPMAMs 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 
  • Bachelors 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.

 

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

Asset Management - RFP US Equity Writer - Associate

Compensation

Not specified

City: New York City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

6 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**RFP US Equity Writer - Associate | Asset Management** As an RFP (Request for Proposal) Writer, manage the creation of accurate and compelling client-focused responses for J.P. Morgan Asset Management's US Equity platform. Collaborate with cross-functional teams, leveraging investment expertise to build and maintain high-quality client materials. Key responsibilities include: - Create RFPs/DDQs, manage submissions, and maintain content library using AI-enabled drafting tools. - Partner with investment specialists, client advisors, and other departments to source information and build strong relationships. - Independently refresh standard materials quarterly, ensuring up-to-date product profiles and data. - Manage multiple priorities, meet deadlines, and build effective stakeholder relationships, with proficiency in Microsoft Word and Excel. Requirements include excellent written and verbal communication skills, strong analytical skills, and the ability to learn quickly. Intermediate to advanced Word proficiency and a bachelor's degree are essential. Preferred candidates possess asset management experience, understanding of business risk, and experience with AI-enabled productivity tools. Join a global team driving J.P. Morgan Asset Management's client communication strategies.

Full Job Description

Location: New York, NY, United States

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 JPMAMs 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 
  • Bachelors 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.

 

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