JP Morgan Chase & Co.

Asset Management – Proposal & Information Management (PIM) - Associate

JP Morgan Chase & Co.$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of relevant experience in asset management or related fields
  • Strong attention to detail and accuracy in written responses
  • Excellent verbal and written communication skills
  • Ability to work under pressure and meet tight deadlines
  • Deep understanding of financial markets and concepts
  • Leadership qualities with a professional demeanor
  • Intermediate to advanced proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook)

Responsibilities

  • Deliver high-quality content for RFPs, RFIs, DDQs, and ODDs
  • Collaborate effectively with multiple departments including Sales and Compliance
  • Maintain and organize content in the Info Request Library (IRL)
  • Ensure adherence to compliance and record-keeping procedures
  • Implement governance procedures to improve RFP production success
  • Tailor responses to diverse client needs and sophistication levels
  • Work globally with colleagues to ensure consistent content delivery

Benefits

  • Collaborative work environment with investment specialists and compliance teams
  • Opportunity to develop deep product knowledge in Private Markets and Alternatives
  • Use of AI tools for content management and drafting
  • Professional development opportunities within a global team
  • Exposure to a variety of client types and investment strategies
Full Job Description
JOB DESCRIPTION

As a Proposal & Information Management Associate, you will support Private Markets and Alternatives Investment product teams, to gain panoramic‑to‑deep command of Asset Management, collaborating with subject matter experts (SMEs) across investment desks, sales, compliance, risk, legal, and operations to craft tailored responses for diverse clients. This role specifically focuses on Private Markets and other Alternatives products that J.P. Morgan Asset Management (JPMAM) offers. You’ll gain a broad overview, and, over time, develop deep product knowledge across JPMAM Alternatives product offerings.

Job responsibilities

  • Deliver high-quality content and solutions for Request for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and Operational Due Diligence Questionnaires (ODDs). The primary duties include creating accurate, compelling, and client-focused responses, and overseeing the production and internal distribution of both draft and final versions of the questionnaires
  • Collaboration with Sales teams, Investment Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading, and other departments is essential, built on strong, effective, two-way working relationships
  • Maintain and organize investment language within the internally developed content library, known as the Info Request Library (IRL). Utilize our AI enabled tool 6 Authoring to create drafts and train the tool simultaneously.
  • Adhere to approved review, compliance, and record-keeping procedures
  • Implement demand governance procedures to control and improve the production and success rates of RFPs completed by the team
  • Demonstrate a deep understanding of clients differing needs and sophistication levels to craft appropriate responses
  • Collaboration with colleagues in JPMAM offices globally is also a key aspect of the role, ensuring a cohesive and unified approach to delivering high-quality content and solutions

Required qualifications, capabilities, and skills

  • The ideal candidate should demonstrate outstanding accuracy and attention to detail
  • Excellent communication skills, both verbal and written, are essential, along with strong numeracy and the ability to tailor responses to client questions and create new written material
  • The candidate must be responsive to client demands, able to work under pressure, and flexible enough to meet tight deadlines. Confidence in working directly with stakeholders at all levels is crucial to ensure their RFP service needs are met
  • The ability to organize, prioritize, and multi-task in a fast-paced team environment. The candidate should be able to work both as part of a collaborative global team and on their own initiative, with sensitivity to different cultures and working styles
  • A solid grounding in the financial markets and an understanding of basic financial concepts is a must
  • Leadership skills with the candidate expected to demonstrate a professional, positive, and mature attitude at all times
  • Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook at an intermediate to advanced level is necessary

Preferred qualifications, capabilities, and skills

  • Bachelors degree is preferred
  • Knowledge/experience in Private Markets or other Alternative Investment strategies
  • Prior experience in writing or participating in the RFP process within the asset management industry is highly advantageous
  • Experience with AI enabled content management tools is preferred

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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