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JPMorgan Asset Management - Request Proposal Analyst 
India, Maharashtra, Mumbai 
569501941

11.01.2025

As a Requests for Proposal Writer within the J.P. Morgan Asset Management team, you will have the opportunity to be a key engagement point with global teams. In this role, you will be responsible for creating documents that articulate our unique value proposition and brand commitments to clients around the world. You will collaborate with various product groups, Investment Specialists, and Client Advisors in the creation, review, and maintenance of client documents, providing an integrated approach to client servicing.

Job Responsibilities

  • Complete 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 co-ordinating with various internal teams to gather necessary information and ensure timely delivery of completed proposals
  • Maintaining 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
  • Continuously evaluate and enhance the RFP process, 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 at least 3 years 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
  • CFA level 1 could be a distinct advantage
  • 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.