Asset Management
4 weeks ago
Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
As a Requests for Proposal Writer in Client Services team, you will act as a key engagement point with global teams. You will be responsible for creating documents which articulate JPMAM’s unique value proposition and brand commitments to clients around the world. This team coordinates with various product groups, Investment Specialists, Client Advisors etc., in the creation, review and maintenance of client documents.
Job Responsibilities
Write Proposal - Complete RFPs and RFIs for Institutional and Wholesale clients/prospects to support the Alternatives product with the highest accuracy in a timely manner Manage Content - Maintain a centralized database of up-to-date content, including investment strategies, performance data, compliance information and legal disclosures to facilitate efficient and accurate proposal development Manage Project - Manage multiple RFP projects simultaneously adhering to strict deadlines and co-ordinating with various internal teams to gather necessary information and ensure timely delivery of completed proposals Maintain a high level of competency when reviewing data and quickly identifying both data and format issues Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions Evaluate and enhance the RFP process, including the development of standardized templates, best practices and automation tools, to streamline workflow and improve efficiencyRequired qualifications, capabilities and skills
Post-graduate with at least 3 years of experience in a similar role in Asset Management Industry Awareness of business risk and compliance procedures Ability to simultaneously manage competing priorities, including immediate, short-term Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, with experience in content management systems and proposal automation tools PMAPS/Ovidian/ Spectrum and applications also helpful Strong communication skills, both verbal and written Strong work ethic and positive attitudePreferred qualifications, capabilities and skills
Understanding of the asset management business, various asset classes and investment products is mandatory CFA level 1 could be a distinct advantage Prior experience of writing or participating in the Requests for Proposal process is desirable, preferably in the asset management industry Ability to quickly gain broad knowledge of the range of assigned JP Morgan Asset Management investment products, in order to succeed in the role Financial market awareness and understanding of financial concepts about the Funds products.-
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