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JPMorgan Asset Management - Request Proposal Analyst 
India, Maharashtra, Mumbai 
871964233

17.08.2024

Job Responsibilities

  • Proposal Writing - 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
  • Content Management – 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
  • Project management - 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
  • Attention to detail - Maintaining a high level of competency when reviewing data and quickly identifying both data and format issues
  • Effective Communication - Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions
  • RFP Process improvement – 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 3+ year of experience in a similar role in Asset Management Industry
  • CFA level 1 could be a distinct advantage
  • 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
  • Financial market awareness and understanding of financial concepts about the Funds products.