JP Morgan Introduction:
J.P. Morgan is a leading global financial services firm, established over 200 years ago:
o We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
o We have assets of $2.5 trillion and operations worldwide
o We operate in more than 100 markets.
o We have more than 243,000 employees globally.
Our wholesale businesses include J.P. Morgan’s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.
Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.
J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm’s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.J.P. Morgan Asset and Wealth Management is a leading investment and wealth manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Clear focus on managing client assets and delivering strong risk-adjusted returns.
More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, multi-asset solutions, beta strategies, real estate, hedge funds and private equity
Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
J.P. Morgan Asset Management (JPMAM) is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.
The Global RFP Group plays a key role in both the acquisition of new business and retention of valuable existing clients, through the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and other written materials, for Institutional and Wholesale clients and distributors of JPMAM’s products and services. The group is 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, Client Portfolio Managers, Client Advisors etc., in the creation, review and maintenance of client documents.
The India team provides support to the Global RFP Group for RFPs, quarterly DDQs and RFIs across various channels and product groups. The Team is also responsible for updating quarterly product profiles and biographies of investment management personnel.
Complete RFPs, RFIs and DDQs for Institutional and Wholesale clients and prospects to support the Global RFP Group with the highest accuracy in a timely manner
Maintain firm level content and data, product profiles, investment process descriptions and other language on PMAPS (or other sources as agreed)
Work closely with RFP Teams, Client Portfolio Managers, Client Advisors and other business partners to create, curate and maintain client documents
Support all aspects of maintenance and improvement of RFPs and DDQs
Ensuring all assigned reports are prepared and delivered on a timely basis with the highest level of accuracy
Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues
Assisting the team in maintaining existing procedures, tools and workflows necessary to facilitate the day-to-day activities
Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions
Qualifications and skills
Graduate / Post-graduate with 4-5 year of experience
CFA level 1 could be a distinct advantage
Industry / Product / Process
Prior experience of writing or participating in the RFP process, preferably in the asset management industry
Understanding of the asset management business, various asset classes and investment products is desirable
Ability to quickly gain broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role
Financial market awareness and understanding of basic financial concepts
Risk, Controls, Governance
Outstanding accuracy and attention to detail
Awareness of business risk and compliance procedures
Ability to simultaneously manage competing priorities, including immediate, short-term
Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree priorities and deadlines
Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
Technical / Functional Skillset
Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); prior experience of using PMAPS and Saleforce.com applications also helpful
Excellent communication skills, both verbal and written
Outstanding numeracy/quantitative skills
Excellent writing skills in English
Interest in the presentation and customization of completed documents
Outstanding organization, prioritization and multi-tasking skills
Strong work ethic and positive attitude
Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
Need to be creative, flexible and able to apply judgement when needed
Self-starter and motivated, able to prioritize key tasks effectively