Asset Management - Request for Proposal - Analyst
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Key details
- Location
- Mumbai, MH, India
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Experience
- 2–5 yrs
- Function
- Customer success & Support
- Focus area
- other
- Posted
- 2w ago
Skills
About the role
Bring your writing and project coordination expertise to a collaborative, global team where you can grow your career while helping clients meet their investment needs.
As a Requests for Proposal Analyst in the Emerging Markets Equity Team, you create and deliver high-quality client proposal content that clearly articulates the firm’s value and commitments. You partner with global stakeholders across sales, client service, product specialists, investment specialists, and portfolio teams to gather, validate, and maintain accurate information. You help strengthen the proposal process through standardization and continuous improvement while working across multiple priorities and deadlines.
Job Responsibilities:
- Draft Requests for Proposal and Requests for Information responses for institutional and wholesale clients and prospects with a strong focus on accuracy and timeliness
- Coordinate concurrent proposal projects, aligning inputs across global internal teams to meet strict deadlines
- Curate a centralized library of current content, including investment strategy descriptions, performance information, compliance details, and legal disclosures
- Validate data and formatting to quickly identify and resolve quality issues before delivery
- Communicate clearly and efficiently with multiple product groups and regional partners throughout the proposal lifecycle
- Enhance the proposal workflow by identifying improvement opportunities and supporting the adoption of standardized templates, best practices, and automation tools
Required qualifications, skills, and capabilities:
- Hold a post-graduate degree
- Bring 2+ years of experience in a similar role within the asset management industry
- Demonstrate awareness of business risk and compliance procedures
- Manage competing priorities across immediate and short-term deliverables
- Use Microsoft Office applications, including Word, Excel, and PowerPoint
- Operate content management systems and proposal automation tools, where applicable
- Communicate effectively in writing and verbally with stakeholders across regions
- Maintain a strong work ethic and positive, collaborative approach
Preferred qualifications, skills, and capabilities:
- Demonstrate understanding of the asset management business, asset classes, and investment products
- Evidence experience writing or contributing to Requests for Proposal responses, ideally in asset management
- Gain broad knowledge of assigned J.P. Morgan Asset Management investment products to support timely, accurate responses
- Exhibit financial market awareness and understanding of fund-related concepts
- Hold Chartered Financial Analyst Level I
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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.
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