You are a strategic thinker passionate about driving solutions in Proposal & Information Management (RFP/RFI/DDQ), Pre-Sales Enablement, Content Governance. You have found the right team.
As an Analyst within our Proposal & Information Management (PIM) Team – Asset Management, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities- Complete RFP/RFI, DDQ, and consultant database requests for institutional and wholesale clients/prospects with accuracy and timeliness.
- Draft client- and consultant-ready responses covering performance, characteristics, holdings data, and narrative content for equity strategies.
- Leverage firm-approved AI tools to generate first drafts while applying human-in-the-loop judgment and refinement.
- Maintain a centralized, structured content library covering strategies, performance data, compliance information, and legal disclosures.
- Coordinate with product groups, Investment Specialists, and Client Advisors to gather inputs and finalize proposal materials.
- Manage multiple concurrent projects while meeting strict deadlines across regions and stakeholder groups.
- Apply rigorous quality control to identify and correct data, logic, and formatting issues quickly.
- Validate AI-generated outputs against authoritative sources to ensure accuracy and consistency.
- Ensure final deliverables meet client standards, confidentiality expectations, and compliance requirements.
- Communicate clearly and efficiently with cross-regional teams to drive alignment and timely delivery. Improve PIM processes by developing templates, style guidance, best practices, and automation/AI-assisted tooling.
- Hold a post-graduate degree with 2+ years of experience in a similar role within the asset management industry.
- Demonstrate ability to manage competing priorities and deliver under tight deadlines in a high-volume environment.
- Use Microsoft Office (Word, Excel, PowerPoint) effectively for client-ready deliverables.
- Produce precise, high-quality written content with strong verbal communication skills.
- Apply strong awareness of business risk, confidentiality, and compliance procedures in day-to-day work.
- Sustain a strong work ethic with a positive, collaborative mindset.
- Adopt new technologies, including AI-assisted writing and content operations tools, with sound judgment.
- Demonstrate understanding of the asset management business, asset classes, and investment products.
- Bring prior experience writing or supporting RFP/RFI/DDQ/consultant database update processes (preferably in asset management).
- Improve content processes through response libraries, style guides, and workflow automation.
- Hold CFA Level 1 (advantage).
- Exhibit financial market awareness and understanding of fund/product concepts.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Skills Required
- Post-graduate degree with 2+ years of experience in a similar role within the asset management industry
- Ability to manage competing priorities and deliver under tight deadlines in a high-volume environment
- Proficient use of Microsoft Office (Word, Excel, PowerPoint) for client-ready deliverables
- Produce precise, high-quality written content and strong verbal communication skills
- Strong awareness of business risk, confidentiality, and compliance procedures
- Sustain a strong work ethic with a positive, collaborative mindset
- Adopt new technologies, including AI-assisted writing and content operations tools, with sound judgment
- Understanding of asset management business, asset classes, and investment products
- Prior experience writing or supporting RFP/RFI/DDQ/consultant database update processes (preferably in asset management)
- Experience improving content processes through response libraries, style guides, and workflow automation
- CFA Level 1 (advantage)
- Financial market awareness and understanding of fund/product concepts
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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