Job Responsibilities
- Write proposals by completing RFPs and RFIs for institutional and wholesale clients/prospects to support the Company Strategic Information team with the highest accuracy in a timely manner.
- 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 and quickly identifying both data and format issues.
- Communicate in a clear, concise, and efficient manner with multiple teams and product groups across regions.
- Evaluate and enhance the RFP process continuously, including the development of standardized templates, best practices, and automation tools, to streamline workflow and improve efficiency.
Required qualifications, capabilities and skills
Post-graduate with 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
CFA level 1 could be a distinct advantage
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
Financial market awareness and understanding of financial concepts about the Funds products.