Asset Management – RFP Writer – Analyst/Associate – Based in London

Job description

Business Description:
With assets under supervision of $2 trillion, J.P. Morgan Asset Management (JPMAM) is a global leader in investment advice and management. Our clients include institutions and retail investors in Asset Management, high-net-worth individuals in the Private Bank and brokerage clients in JPMorgan Securities.

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 client 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:

The Request for Proposal (RFP) Writer role will be based in London, as part of the wider JPMAM Global RFP Group (locations in London, NY, Columbus, OH, Japan, and Hong Kong). This team is responsible for responding to detailed RFPs, RFIs and DDQs from Institutional and Wholesale clients and distributors of JPMAM's products and services.

This team is responsible for sourcing, creating and maintaining responses to non-product specific questions; and ensuring the accuracy and consistency of company-level language in all RFPs compiled for clients globally, to convey a ‘seamless' offering to clients, across all products and locations. This involves extensive liaison with colleagues overseas, in Europe, the Americas and Asia, in the creation and co-ordination of RFP responses, including Sales and RFP team colleagues and contacts from other business areas, both in the US and overseas.

The role offers an excellent opportunity to gain an overview and, over time, an in-depth knowledge of the broad spectrum of functions conducted in the Asset Management business. In the course of completing RFPs, the successful applicant will work with subject matter experts in the various functions, such as compliance, risk management, legal, and operations to source information and update responses; in so doing, they will also build an understanding of the specific needs of different client types.

Role and Responsibilities:
· Creation of accurate, compelling and client-focused RFP responses
· Maintenance of product profiles and investment process language; organisation of RFP language in the department's proposal software system (PMAPS)
· Overall responsibility for production, internal distribution and curation of draft and final version RFPs and other client documents
· Responses to other RFIs from prospective clients and consultants
· Development of strong, effective, two-way working relationships with key stakeholders, including Global Institutional and Global Funds Sales teams, and Client Service Teams
· 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
· Collaboration with colleagues in JPMAM offices globally
· 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)
· Building an understanding of clients' differing needs and levels of sophistication, in order to tailor responses to the target audience
· 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

Desired profile

Essential Skills and Qualifications required:
·  Prior experience of writing or participating in the RFP process is a distinct advantage
·  Excellent communication skills, both verbal and written; excellent writing skills in English
·  Outstanding accuracy and attention to detail
·  Strong numeracy
·  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
·  Organization, prioritization and multi-tasking skills
·  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
·  Ability to gain quickly a broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role
·  Genuine passion for learning about our business and investment products
·  Genuine interest in the presentation and customisation of completed documents
·  Financial market awareness and understanding of basic financial concepts
·  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:
Transactional feedback on:
·  Quality of RFPs
·  Timeliness of RFPs
·  RFP ‘win'/'success' rates, i.e. progression to next stage of sales process
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.