Role Description:
The Proposal Writer role will provide support to RFP ESG Team within the wider Global RFP Group. RFP ESG is a specialized group within the Global RFP Group which serves as a Center of Excellence, facilitating the development and dissemination of standardized information & updates around JPMAM’s Sustainable Investing activities and for inclusion client questionnaires. The team is also responsible for sourcing, curating and maintaining a database of firm-level ESG content; ensuring the availability, accuracy and consistency of language used in RFPs, RFIs, DDQs and Consultant Databases for JPMAM Institutional and Funds clients, globally.
The Proposal Writer will be responsible for responding to detailed ESG RFPs, RFIs and DDQs from Institutional and Wholesale clients and distributors of JPMAM’s products and services. This involves extensive liaison with the Sustainable Investing team and other business partners across Asset Management globally. The role offers an excellent opportunity to gain a deep understanding of JPMAM’s Sustainable Investing infrastructure and an in-depth knowledge of the broad spectrum of functions conducted in the Asset Management business.
Primary Responsibilities:
- Creating accurate, compelling and client-focused RFP responses with overall responsibility for production, internal distribution and curation of draft and final versions of RFPs, RFIs, annual DDQs and other documents from prospective clients and consultants.
- Developing strong, effective, two-way working relationships with key stakeholders including the Client Advisors, Sales Associates, Client Service Managers, various SMEs, and other business partners.
- Developing broad knowledge of the structure and operations of the firm and the range of products, investment services and vehicles offered by JPMAM
- Building an understanding of clients’ differing needs and levels of sophistication, in order to tailor responses to the target audience
- Maintaining firm level content and data, documents and other language in our Information Request Library
- Participation in other activities relevant to the new business process and the department function
- Rigorous adherence to approved review, compliance and record-keeping procedures
- Implementation of processes to control and, where possible, improve production and win/success rates of RFPs completed by the team
Essential Skills and Qualifications:
RFP Writing & Project Management Skills
- Prior experience of writing or participating in the RFP process is a distinct advantage
- Excellent communication skills, both verbal and written; in English
- Ability to tailor responses to client questions and create new written material
- Outstanding accuracy, attention to detail, organization, prioritization and multi-tasking skills
- Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
- Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree priorities and deadlines
Product & Business Knowledge
- Prior experience in investment products, and specifically ESG, is a distinct advantage
- Ability to gain quickly a broad knowledge of assigned JPMAM investment products and services
- Financial market awareness and understanding of basic financial concepts
- Awareness of business risk and compliance procedures
- Microsoft Office Suite skills (intermediate/advanced); prior experience of using RFP databases and Saleforce.com applications also helpful
Leadership Skills
- Strong work ethic and professional, positive and mature attitude at all times
- Ability to work as part of a collaborative global team, as well as on own initiative; sensitivity to different cultures and working styles
- Ability to display J.P. Morgan’s core values and business principles
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