Asset Management - Global RFP Group - RFP Writer - Associate

Job description

Business Description:

J.P. Morgan Asset& Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Department Description:

The Global RFP Group is responsible for creating the documents which articulate J.P. Morgan Asset Management’s unique value proposition and brand commitments to clients around the world.

 

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 materials, for Institutional and Wholesale clients and distributors of JPMAM’s products and services. This team works closely with our Product, Client Portfolio Manager and Client Advisor 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:

 

This Request for Proposal (RFP) Writer role offers the opportunity to learn in-depth about JPMAM’s comprehensive range of investment strategies and funds, through working on requests spanning a diverse array of asset classes: Global and Emerging Markets Equity, Multi-Asset Solutions and (new in 2017) Beta Strategies. Candidates are expected to be highly flexible in their ability to switch between products as needed, in order to respond to fluctuations in client demand/workload between product areas, and to support team colleagues in periods of high demand.

 

Our RFP Team Leaders and Writers work closely with Client Portfolio Managers (CPMs) who are experienced specialists in their respective asset classes and are responsible for reviewing all product content in RFPs and other documents. They also need to collaborate extensively with colleagues and partners in other departments across the firm, both locally and globally.

 

Role and Responsibilities:

1.   Creation of accurate, compelling and client-focused RFP responses

2.   Maintenance of product profiles and investment process language; organisation of RFP language in the department’s proposal software system (PMAPS)

3.   Overall responsibility for production and internal distribution of draft and final version RFPs and other client documents

4.   Responses to other RFIs from prospective clients and consultants

5.   Development of strong, effective, two-way working relationships with key stakeholders, including Global Institutional and Global Funds Sales teams and Client Portfolio Managers, who are responsible for reviewing and approving RFPs for their clients

6.   Gaining quickly a broad knowledge of the structure and operations of the firm; and the range of investment services and vehicles offered by JPMAM, in order to fulfill all of the above

7.   Collaboration with colleagues in JPMAM offices globally

8.   Interfacing with many business partners who will help in providing data and answering questions more thoroughly (e.g., Sales teams, Portfolio Analysis Group, Client Portfolio Managers, Compliance, Legal, Risk, Finance, Trading and other departments)

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

10. Participation in other projects or activities relevant to the new business process and the department function

 

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

12. Participation in processes to control and, where possible, improve production and ‘win’/’success’ rates of RFPs completed by the team

Essential Skills and Qualifications required:

·  Prior experience of the RFP process, preferably in the asset management industry
·  Financial market awareness and understanding of investment concepts
·  Genuine passion for learning about our business and investment products; ability to assimilate knowledge quickly in order to succeed in the role
·  Excellent communication skills, both verbal and written; excellent writing skills in English
·  Outstanding accuracy and attention to detail
·  Outstanding organisation, prioritisation and multi-tasking skills
·  Strong numeracy
·  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
·  Responsiveness to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
·  Ability to work as part of a collaborative global team, as well as on own initiative; sensitivity to different cultures and working styles
·  Strong work ethic and positive attitude
·  Ability to tailor responses to client questions and create new written material
·  Genuine interest in the presentation and customisation of completed documents
·  Awareness of business risk and compliance procedures
·  Leadership skills: demonstrates a professional, positive and mature attitude at all times; displays J.P. Morgan’s core values and business principles; leads by example
·  Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); prior experience of using PMAPS and Saleforce.com applications also helpful
·  University degree

Measures of success:

·  Quality of RFPs
·  Timeliness of RFPs
·  RFP ‘win’/’success’ rates, i.e. progression to next stage of sales process