Asset Management – Proposal & Information Management (PIM) - Associate

JPMorgan Chase & Co.•New York, NY

12d•$90,000 - $140,000

About The Position

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.

Requirements

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

Nice To Haves

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

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