Role and Responsibilities:
Creation of accurate, compelling and client-focused RFP responses
Maintenance of product profiles and investment process language; organization of RFP language in the department’s proposal software system (PMAPS)
Overall responsibility for production and internal distribution of draft and final version RFPs and other client documents
Responses to other RFIs from prospective clients and consultants
Updating of consultant databases, and data needed for RFPs
Development of effective working relationships with key stakeholders, including Global Institutional and Global Funds Sales teams and Client Portfolio Managers, who are responsible for reviewing/signing off RFPs
Gaining quickly a broad knowledge of the structure and operations of the firm; and the range of investment services and vehicles offered by JPMAM, in order to fulfill all of the above – with a particular focus on Asia and Emerging Markets Equity, and Asia Fixed Income
Collaboration with colleagues in JPMAM offices globally, particularly in the UK and across Asia
Interfacing with many colleagues who will help in providing data and answering questions more thoroughly (e.g., Sales teams, Portfolio Analysis Group, Client Portfolio Managers, Compliance, Legal, Risk, Finance, Trading and other departments)
Building an understanding of clients’ differing needs and levels of sophistication, in order to tailor responses to the target audience
Participation in other activities relevant to the new business process and the department function
Excellent writing skills in English; Simplified and Traditional Chinese an advantage
Excellent communication skills and ability to work with colleagues at all levels
Outstanding accuracy and attention to detail
Ability to work under pressure, and with flexibility, to meet tight deadlines
Organization, prioritization and multi-tasking skills
Ability to work as part of a global team, as well as on own initiative
Sensitivity to different cultures and working styles; experience of working in an international financial environment will be a distinct advantage
Strong work ethic and positive attitude
Ability to tailor responses to client questions and create new written material
Ability to assimilate detailed information relatively quickly
Responsive to requests
Genuine passion for learning about our business and investment products
Genuine interest in the presentation and customization of completed documents
Financial market awareness and understanding of basic financial concepts
Awareness of business risk and compliance procedures
Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); prior experience of using PMAPS and Saleforce.com applications also helpful
Prior RFP writing experience in the asset management industry
CFA Level 1 could be a distinct advantage
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