Job Responsibilities
- Complete RFPs and RFIs for institutional and wholesale clients/prospects, ensuring the highest accuracy and timely support for the Company Strategic Information team.
- Maintain a centralized database of up-to-date content, including investment strategies, performance data, compliance information, and legal disclosures, to facilitate efficient and accurate proposal development.
- Manage multiple RFP projects simultaneously, adhering to strict deadlines and coordinating with various internal teams to gather necessary information and ensure timely delivery of completed proposals.
- Maintain a high level of competency when reviewing data, quickly identifying both data and format issues.
- Communicate clearly, concisely, and efficiently with multiple teams and product groups across regions.
- Continuously evaluate and enhance the RFP process, including developing standardized templates, best practices, and automation tools to streamline workflow and improve efficiency.
Required qualifications, capabilities and skills
- Post-graduate with at least 3 year of experience in a similar role in Asset Management Industry
- Awareness of business risk and compliance procedures
- Ability to simultaneously manage competing priorities, including immediate, short-term
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, with experience in content management systems and proposal automation tools PMAPS/Ovidian/ Spectrum and Saleforce.com applications also helpful
- Strong communication skills, both verbal and written
- Strong work ethic and positive attitude
Preferred qualifications, capabilities and skills
- Understanding of the asset management business, various asset classes and investment products is mandatory
- Prior experience of writing or participating in the Requests for Proposal process is desirable, preferably in the asset management industry
- Ability to quickly gain broad knowledge of the range of assigned JP Morgan Asset Management investment products, in order to succeed in the role
- CFA level 1 could be a distinct advantage
- Financial market awareness and understanding of financial concepts about the Funds products.