Client Service- Team Lead

As a Requests for Proposal Writer, you will act as a key engagement point with global teams. You should be responsible for creating documents which articulate JPMAM’s unique value proposition and brand commitments to clients around the world. This team coordinates with various product groups, Investment Specialists, Client Advisors etc., in the creation, review and maintenance of client documents.

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 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 identify 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
• 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.

JPMorgan Chase & Co., 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 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.