Job ref no.: CT3114386-01#6762

Asset Management, Request for Proposal (RFP) Writer, Associate

JP Morgan Chase

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high‐net‐worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi‐asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Department Description:
The Global RFP & Client Reporting Team is responsible for creating the documents which articulate J.P. Morgan Asset Management’s unique value proposition and brand commitments to clients around the world. The team produces client materials in both the acquisition of new business and the retention of valuable existing clients, through the completion of Requests for Proposal (RFPs)*, Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), Client Reports and other written client materials. This team works closely with our Product, Client Portfolio Manager and Client Advisor partners to create, curate and maintain client documents.

The Global RFP & Client Reporting Team is focused on:
  • Establishing global consistency of client materials
  • Ensuring a high and consistent global standard of quality deliverables to our clients
  • Measuring and driving client satisfaction and a consistent client experience

(*An RFP is a proposal or questionnaire that a potential client issues to asset management firms when tendering for new business in order to thoroughly understand how these firms manage client assets. It is typically the first formal stage of the sales process in the institutional and wholesale segments of the investment management industry).

Role Description:
An opportunity has arisen for a Request for Proposal (RFP) Writer in the Hong Kong RFP Team. This team is responsible for responding to detailed RFPs, RFIs and DDQs from Institutional and Wholesale clients and distributors of JPMAM’s products and services.

The RFP Writers work closely with Client Portfolio Managers (CPMs) who are experienced specialists in their respective asset classes and are responsible for reviewing all product content in RFPs and other documents. The RFP Writers also need to collaborate extensively with colleagues and other departments across the firm, both locally and globally. In the course of completing RFPs, the successful applicant will have the opportunity to gain an in-depth knowledge of the firm's products and investment processes, as well as of the specific needs of different client types.
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
  • Strong numeracy
  • 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 applications also helpful
  • Prior RFP writing experience in the asset management industry
  • University degree
  • CFA Level 1 could be a distinct advantage


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More job information
Job ref no. CT3114386-01#6762
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 0 year - 19 years
Career Level
  • Non-management level
  • Degree