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Asset Management – Proposal & Information Management (PIM) - Associate
mid · Asset Management
As a Proposal & Information Management Associate, you will support Private Markets and Alternatives Investment product teams, to gain panoramic‑to‑deep command of Asset Management, collaborating with subject matter experts (SMEs) across investment desks, sales, compliance, risk, legal, and operations to craft tailored responses for diverse clients. This role specifically focuses on Private Markets and other Alternatives products that J.P. Morgan Asset Management (JPMAM) offers. You’ll gain a broad overview, and, over time, develop deep product knowledge across JPMAM Alternatives product offerings.
Job responsibilities
- Deliver high-quality content and solutions for Request for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and Operational Due Diligence Questionnaires (ODDs). The primary duties include creating accurate, compelling, and client-focused responses, and overseeing the production and internal distribution of both draft and final versions of the questionnaires
- Collaboration with Sales teams, Investment Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading, and other departments is essential, built on strong, effective, two-way working relationships
- Maintain and organize investment language within the internally developed content library, known as the Info Request Library (IRL). Utilize our AI enabled tool – Authoring to create drafts and train the tool simultaneously.
- Adhere to approved review, compliance, and record-keeping procedures
- Implement demand governance procedures to control and improve the production and success rates of RFPs completed by the team
- Demonstrate a deep understanding of clients’ differing needs and sophistication levels to craft appropriate responses
- Collaboration with colleagues in JPMAM offices globally is also a key aspect of the role, ensuring a cohesive and unified approach to delivering high-quality content and solutions
Required qualifications, capabilities, and skills
- The ideal candidate should demonstrate outstanding accuracy and attention to detail
- Excellent communication skills, both verbal and written, are essential, along with strong numeracy and the ability to tailor responses to client questions and create new written material
- The candidate must be responsive to client demands, able to work under pressure, and flexible enough to meet tight deadlines. Confidence in working directly with stakeholders at all levels is crucial to ensure their RFP service needs are met
- The ability to organize, prioritize, and multi-task in a fast-paced team environment. The candidate should be able to work both as part of a collaborative global team and on their own initiative, with sensitivity to different cultures and working styles
- A solid grounding in the financial markets and an understanding of basic financial concepts is a must
- Leadership skills with the candidate expected to demonstrate a professional, positive, and mature attitude at all times
- Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook at an intermediate to advanced level is necessary
Preferred qualifications, capabilities, and skills
- Bachelor’s degree is preferred
- Knowledge/experience in Private Markets or other Alternative Investment strategies
- Prior experience in writing or participating in the RFP process within the asset management industry is highly advantageous
- Experience with AI enabled content management tools is preferred