Securities Services Americas Proposals Writer – Associate

Location: New York, NY, United States

Job Family: Sales Support

About the Role

At J.P. Morgan, we are a leading global financial services firm with a proud history of innovation and client service. The Securities Services Americas Proposals Writer – Associate role within our Sales Support team offers an exciting opportunity to contribute to the growth of our Securities Services business. Based in New York, NY, you will join a dynamic team dedicated to crafting persuasive sales materials that showcase our world-class custody, fund administration, and asset servicing solutions to institutional clients across the Americas. This position is ideal for a detail-oriented professional passionate about financial markets and eager to support high-stakes sales efforts in a collaborative environment. In this role, you will be responsible for developing best-in-class proposals, responses to requests for proposals (RFPs), and supporting collateral that highlight J.P. Morgan's strengths in securities services. Working closely with sales professionals and product experts, you will translate complex financial concepts into clear, compelling narratives that address client pain points and demonstrate our value proposition. From customizing pitch books for asset managers to creating case studies on our middle office capabilities, your work will directly influence win rates and client relationships in a competitive landscape. We value innovation and excellence, providing you with the tools and resources to thrive, including access to J.P. Morgan's extensive research and technology platforms. This associate-level position offers significant growth potential within our global organization, where you can build expertise in the evolving securities services industry while contributing to the firm's mission of powering the progress of the world's leading companies and communities.

Key Responsibilities

• Develop and write compelling proposals, RFPs, and sales collateral tailored to Securities Services clients in the Americas
• Collaborate with sales teams, product specialists, and subject matter experts to gather information and ensure accuracy in proposal content
• Customize standard templates and create new materials to highlight J.P. Morgan's competitive advantages in custody, fund administration, and middle office services
• Review and edit proposals for clarity, compliance with brand guidelines, and alignment with client needs
• Manage multiple proposal projects simultaneously, meeting tight deadlines while maintaining high quality
• Conduct research on client requirements, market trends, and competitor offerings to enhance proposal effectiveness
• Support the creation of pitch books, case studies, and marketing materials for Securities Services
• Track proposal outcomes and provide feedback to improve future sales collateral
• Ensure all materials adhere to regulatory standards and J.P. Morgan's risk management policies
• Participate in team meetings to brainstorm innovative ways to present complex financial services solutions

Required Qualifications

• Bachelor's degree in Finance, Business, Communications, or a related field
• Minimum of 3 years of experience in proposal writing, content creation, or sales support within the financial services industry
• Strong understanding of securities services, including custody, fund accounting, and asset servicing
• Proficiency in Microsoft Office Suite, particularly Word and PowerPoint for creating professional collateral
• Excellent written and verbal communication skills with attention to detail
• Ability to work in a fast-paced, deadline-driven environment
• U.S. work authorization without sponsorship

Preferred Qualifications

• Advanced degree or certification in finance (e.g., CFA or CFP)
• Experience in the securities services or asset management sector at a major financial institution
• Familiarity with CRM tools like Salesforce for tracking proposal progress
• Prior exposure to global financial markets and regulatory requirements
• Bilingual skills, particularly in Spanish, for Americas-focused initiatives

Required Skills

• Proposal writing and editing
• Financial services knowledge (securities custody, fund accounting)
• Research and analysis
• Attention to detail
• Time management and prioritization
• Collaboration and teamwork
• Microsoft Word and PowerPoint proficiency
• Adobe Acrobat for document formatting
• Understanding of RFP processes
• Regulatory compliance awareness
• Client-focused communication
• Project management
• Analytical thinking
• Adaptability in fast-paced settings
• Creative content development

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's learning programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at New York locations
• Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.