Asset Management - Request for Proposal - Analyst
JPMorgan Chase · Posted Oct 5
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Emerging Markets Equity Team creates and delivers high-quality client proposal content that clearly articulates the firm's value and commitments for institutional and wholesale clients and prospects. The role partners with global stakeholders across sales, client service, product specialists, investment specialists, and portfolio teams to gather, validate, and maintain accurate information. As a Requests for Proposal Analyst, you will draft RFP and RFI responses, manage concurrent projects, curate centralized content, and strengthen the proposal process through standardization and continuous improvement.
What you will do
- Draft Requests for Proposal and Requests for Information responses for institutional and wholesale clients and prospects with a strong focus on accuracy and timeliness
- Coordinate concurrent proposal projects, aligning inputs across global internal teams to meet strict deadlines
- Curate a centralized library of current content, including investment strategy descriptions, performance information, compliance details, and legal disclosures
- Validate data and formatting to quickly identify and resolve quality issues before delivery
- Communicate clearly and efficiently with multiple product groups and regional partners throughout the proposal lifecycle
- Enhance the proposal workflow by identifying improvement opportunities and supporting the adoption of standardized templates, best practices, and automation tools
Skills used in this role
What the employer is looking for
- Hold a post-graduate degree
- Bring 2+ years of experience in a similar role within the asset management industry
- Demonstrate awareness of business risk and compliance procedures
- Manage competing priorities across immediate and short-term deliverables
- Use Microsoft Office applications, including Word, Excel, and PowerPoint
- Operate content management systems and proposal automation tools, where applicable
- Communicate effectively in writing and verbally with stakeholders across regions
- Maintain a strong work ethic and positive, collaborative approach
Preferred qualifications
- Demonstrate understanding of the asset management business, asset classes, and investment products
- Evidence experience writing or contributing to Requests for Proposal responses, ideally in asset management
- Gain broad knowledge of assigned J.P. Morgan Asset Management investment products to support timely, accurate responses
- Exhibit financial market awareness and understanding of fund-related concepts
- Hold Chartered Financial Analyst Level I
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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