Asset Management, Proposal (RFP) Associate

The Global RFP Group plays a key role in both the acquisition of new business and the retention of valuable existing clients, through the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and other written client materials, for Institutional and Wholesale clients and distributors of JPMAM's products and services. This team works closely with our Product and Sales partners to create, curate and maintain these client documents.

The Global RFP Group is focused on:
Supporting the business to grow its assets by maximizing JPMAM's chances of success in the RFP stages of the manager selection process

• Ensuring a high and consistent global standard of quality deliverables to our clients
• Measuring and driving client satisfaction and a consistent client experience

(An RFP is a proposal or questionnaire that a potential client issues to asset management firms when tendering for new business in order to thoroughly understand how these firms manage client assets. It is typically the first formal stage of the sales process in the institutional and wholesale segments of the investment management industry).

Role Description:

The Request for Proposal (RFP) Associate will be based in New York, NY and will provide support to the firm-wide content team within the wider Global RFP team. The RFP Associate will be responsible for responding to detailed RFPs, RFIs and DDQs from clients and distributors of JPMAM's products and services.

This team is responsible for sourcing, creating and maintaining responses to specific firm questions; and ensuring the accuracy and consistency of language to be used in RFPs for clients globally. This involves extensive liaison with colleagues and business partners across Asset Management globally.

The role offers an excellent opportunity to gain a deep understanding of JPMAM's product platforms and an in-depth knowledge of the broad spectrum of functions conducted in the Asset Management business.

Primary Responsibilities:

Creating accurate, compelling and client-focused RFP responses with overall responsibility for production, internal distribution and curation of draft and final versions of RFPs, RFIs, annual DDQs and other documents from prospective clients and consultants.

Developing strong, effective, two-way working relationships with key stakeholders including Investment Specialists, Client Advisors, Sales Associates, Client Service Managers and other business partners.

Developing broad knowledge of the structure and operations of the assigned product team and the range of investment services and vehicles offered by JPMAM

Building an understanding of clients' differing needs and levels of sophistication, in order to tailor responses to the target audience

Maintaining product and firm level content and data, product profiles, master documents and other language in our Information Request Library

Participation in other activities relevant to the new business process and the department function

Rigorous adherence to approved review, compliance and record-keeping procedures

Implementation of processes to control and, where possible, improve production and win/success rates of RFPs completed by the team

Essential Skills and Qualifications:

RFP Writing & Project Management Skills

• Prior experience of writing or participating in the RFP process is a distinct advantage
• Excellent communication skills, both verbal and written; in English
• Ability to tailor responses to client questions and create new written material
• Outstanding accuracy, attention to detail, organization, prioritization and multi-tasking skills
• Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
• Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree priorities and deadlines

Product & Business Knowledge

• Prior experience in investment products is a distinct advantage
• Ability to gain quickly a broad knowledge of assigned JPMAM investment products
• Financial market awareness and understanding of basic financial concepts
• Awareness of business risk and compliance procedures
• Microsoft Office Suite skills (intermediate/advanced); prior experience of using RFP databases and Saleforce.com applications also helpful

Leadership Skills

• Strong work ethic and professional, positive and mature attitude at all times
• Ability to work as part of a collaborative global team, as well as on own initiative; sensitivity to different cultures and working styles
• Ability to display J.P. Morgan's core values and business principles
• University degree

Education

• University Degree

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): New York, NY

Job ID: JPMorgan-210679761

Employment Type: FULL_TIME

Posted: 2025-10-23T19:25:21