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JPMorgan Request Proposal - Associate 
India, Maharashtra, Mumbai 
968292488

Yesterday

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.