Asset Management, Proposal (RFP) Associate

Location: New York, NY, United States

Job Family: Request for Proposal

About the Role

J.P. Morgan Asset Management (JPMAM) is a leading global asset manager with over $2.8 trillion in assets under management, offering a broad range of investment solutions to institutional and retail clients worldwide. As an RFP Associate in our New York office, you will play a pivotal role in the proposal management team, supporting the growth of JPMAM's diverse product lineup, including equities, fixed income, alternatives, and multi-asset strategies. This position requires a detail-oriented professional who thrives in a collaborative environment, ensuring that our responses to client solicitations highlight the firm's expertise, performance track record, and commitment to sustainable investing. In this role, you will be responsible for managing the end-to-end RFP process, from initial triage of incoming requests to final submission. Working closely with sales, product specialists, and compliance teams, you will craft compelling narratives that address client-specific needs while adhering to strict deadlines and regulatory standards such as those set by the SEC and GIPS. Opportunities for impact include leveraging JPMAM's proprietary research and analytics to differentiate our proposals in competitive markets, contributing to win rates that drive billions in new assets. The ideal candidate is passionate about the financial services industry and eager to grow within a world-class institution. At J.P. Morgan Chase, we invest in our associates through robust training, mentorship, and career mobility across our global network. Join us to advance your expertise in asset management while contributing to innovative solutions that help clients achieve their long-term financial goals in an ever-evolving marketplace.

Key Responsibilities

• Draft, review, and finalize responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) from institutional clients and distributors
• Collaborate with cross-functional teams including portfolio managers, compliance, and sales to gather accurate and timely information for RFP submissions
• Ensure all responses align with JPMAM's branding, regulatory standards, and investment strategies
• Maintain and update RFP libraries and response templates to improve efficiency and accuracy
• Analyze incoming RFPs to identify key requirements and coordinate deadlines with stakeholders
• Track RFP win/loss metrics and provide insights to enhance future proposal strategies
• Support ad-hoc client inquiries and prepare customized materials for pitch books and presentations
• Participate in process improvements, including automation of RFP workflows using internal tools
• Ensure compliance with data privacy regulations such as GDPR and SEC guidelines in all responses
• Contribute to training junior team members on RFP best practices and JPMAM product knowledge

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• 2-4 years of experience in RFP response processes within asset management or financial services
• Strong understanding of investment products, including mutual funds, ETFs, and alternative investments
• Proficiency in Microsoft Office Suite, particularly Excel and Word for document management
• Excellent written and verbal communication skills in English
• Ability to handle confidential information with discretion
• U.S. work authorization without sponsorship

Preferred Qualifications

• Experience with RFP management software such as Qvidian or RFPIO
• Knowledge of regulatory requirements like SEC filings and GIPS standards
• Prior exposure to JPMorgan Chase's asset management products and services
• CFA Level I or II certification or progress toward completion
• Fluency in additional languages such as Spanish or Mandarin for global client interactions

Required Skills

• RFP response drafting and editing
• Attention to detail and accuracy
• Project management and deadline adherence
• Analytical thinking for complex financial data
• Proficiency in Excel for data manipulation and reporting
• Strong organizational skills for managing multiple RFPs
• Interpersonal communication for stakeholder collaboration
• Knowledge of asset management terminology and products
• Time management in fast-paced environments
• Adaptability to evolving regulatory landscapes
• Research skills for sourcing investment performance data
• Teamwork and cross-functional coordination
• Problem-solving for resolving discrepancies in responses
• Technical writing for clear, persuasive proposals
• Familiarity with compliance and risk management principles

Benefits

• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of salary
• Annual performance-based bonuses and long-term incentive compensation
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and CFA support
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers, wellness programs, and mental health support
• Hybrid work flexibility and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.