RFP Writer, Associate

Location: New York, NY, United States

Job Family: Request for Proposal

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. As part of JPMorgan Asset Management (JPMAM), the RFP Writer, Associate role offers an exciting opportunity to join the Global RFP Group in our New York office. This position is pivotal in crafting compelling proposals that showcase JPMAM's innovative investment solutions to institutional clients, including pension funds, endowments, and sovereign wealth funds. The successful candidate will contribute to a team dedicated to excellence in client communications, leveraging deep industry knowledge to drive business growth in a competitive landscape. In this role, you will be responsible for producing tailored RFP responses that highlight JPMAM's strengths in areas such as equities, fixed income, alternatives, and sustainable investing. Working closely with subject matter experts across the firm, you will ensure responses are not only informative but also strategically positioned to meet client expectations and regulatory standards. The position demands a proactive approach to managing the RFP lifecycle, from intake to delivery, while incorporating feedback to refine future submissions. This is an ideal role for a detail-oriented professional passionate about the intersection of finance and communication. JPMorgan Chase values a collaborative culture and offers robust support for career development. As an Associate in the Global RFP Group, you will gain exposure to high-profile projects and have opportunities to advance within one of the world's most respected financial institutions. If you thrive in a dynamic environment and are committed to upholding the highest standards of integrity, this position provides a platform to make a meaningful impact on JPMAM's client relationships and overall success.

Key Responsibilities

• Develop and draft high-quality RFP responses for JPMorgan Asset Management's global client base, ensuring alignment with firm strategies and compliance standards
• Collaborate with cross-functional teams, including portfolio managers, compliance officers, and sales professionals, to gather accurate information for proposals
• Review and edit RFP documents for clarity, accuracy, and persuasiveness, incorporating feedback from senior stakeholders
• Manage the end-to-end RFP process, from initial review and assignment to final submission within deadlines
• Maintain and update RFP libraries and response templates to reflect evolving product offerings and market conditions
• Analyze competitor RFPs and industry trends to enhance JPMAM's proposal competitiveness
• Ensure all responses adhere to JPMorgan Chase's risk management and regulatory policies
• Support ad-hoc requests for due diligence questionnaires (DDQs) and other client inquiries
• Track RFP performance metrics and contribute to process improvements within the Global RFP Group
• Participate in training sessions to stay updated on JPMAM products and financial regulations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Communications, or a related field
• Minimum of 2-3 years of experience in RFP writing, preferably within the financial services industry
• Strong understanding of asset management products and services offered by JPMorgan Asset Management
• Proficiency in Microsoft Office Suite, particularly Word and Excel, for document creation and data management
• Excellent written and verbal communication skills with attention to detail
• Ability to work under tight deadlines in a fast-paced environment
• Knowledge of regulatory requirements in the financial sector, such as SEC guidelines

Preferred Qualifications

• Advanced degree (MBA or Master's) in Finance or related discipline
• Experience with RFP management software like Qvidian or RFPIO
• Prior work in a global financial institution, ideally with exposure to international markets
• Certification in financial writing or project management (e.g., PMP)
• Familiarity with ESG (Environmental, Social, and Governance) factors in investment proposals

Required Skills

• Exceptional writing and editing abilities for complex financial content
• Analytical thinking to interpret RFP requirements and client needs
• Project management skills for handling multiple deadlines
• Attention to detail in ensuring factual accuracy and compliance
• Proficiency in RFP software tools and database management
• Strong interpersonal skills for team collaboration
• Knowledge of financial terminology and asset management concepts
• Time management to prioritize tasks in a high-volume environment
• Research skills for gathering market and product data
• Adaptability to regulatory changes in the financial industry
• Proficiency in Excel for data analysis and formatting
• Oral communication for stakeholder interviews and presentations
• Problem-solving to address gaps in RFP responses
• Organizational skills for maintaining document libraries
• Basic understanding of CRM systems like Salesforce

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, such as tuition reimbursement and access to internal training programs
• Employee stock purchase plan and other financial wellness benefits
• On-site fitness centers and wellness programs at JPMorgan Chase facilities
• Flexible work arrangements, including hybrid options for eligible roles

JP Morgan Chase is an equal opportunity employer.