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Job Description
DESCRIPTION:
Duties: Serve as a member of the Alternatives RFP team and create and drive content for various Alternatives strategies in JPMC's proprietary system. Assign Request for Proposal/Request for Information/Due Diligence Questionnaire requests to both onshore and offshore writers and facilitate training and upskill sessions between the Alternatives RFP team with the investment product teams. Provide guidance to both onshore and offshore junior employees including couching, training, reviewing assignments, and facilitate team signoffs to meet SEC and FINRA requirements. Work closely with Investment Specialists to complete questionnaires for different Alternatives strategies across Real Estate, Infrastructure, Transport, Liquid Alternatives, Private Credit/Equity and Alternatives customized solution mandates. Partner with various internal stakeholders including Sales, Marketing, Investment Specialists, Business Intelligence, Compliance and Legal to address clients' ad-hoc inquires. Work closely with tech team to enhance generative Al accuracy. Liaise with tech team to automate annual due diligence questionnaires. Review and update content in language database.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Accounting, Finance, Marketing, or related field of study plus 5 years of experience in the job offered or as Proposal Manager, Senior RFP Analyst, Proposal Writer, or related occupation.
Skills Required: This position requires five (5) years of experience in the following: Writing investment proposals for the following private markets strategies: US core real estate strategies, US value add real estate strategies, US real estate separate account strategies, US opportunistic real estate strategies, European core real estate strategies, European opportunistic real estate strategies, APAC core real estate strategies, APAC separate account strategies, global core and core+ infrastructure strategies, global core and core+ transportation strategies, global core forestry investment strategies, direct private equity strategies, private equity secondary strategies, Direct private credit strategies, and Private credit secondary strategies; Writing investment proposals for the following public alternatives strategies: ELTIF strategies, Macro strategies, Benchmark agnostic fixed income strategies, and UCITs fund of hedge funds strategies; Working with ERISA statutory pension code on public mandates issued by state governments and Sworn document Request for Proposals; SEC audits on Request for Proposals; Working with Request for Proposal tools such as Rocketdoc; and implementing AI in Request for Proposal tools.
Job Location: 277 Park Ave, New York, NY 10172.
Full-Time. Salary: $128,000 - $200,000 per year.
About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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.
DESCRIPTION:
Duties: Serve as a member of the Alternatives RFP team and create and drive content for various Alternatives strategies in JPMC's proprietary system. Assign Request for Proposal/Request for Information/Due Diligence Questionnaire requests to both onshore and offshore writers and facilitate training and upskill sessions between the Alternatives RFP team with the investment product teams. Provide guidance to both onshore and offshore junior employees including couching, training, reviewing assignments, and facilitate team signoffs to meet SEC and FINRA requirements. Work closely with Investment Specialists to complete questionnaires for different Alternatives strategies across Real Estate, Infrastructure, Transport, Liquid Alternatives, Private Credit/Equity and Alternatives customized solution mandates. Partner with various internal stakeholders including Sales, Marketing, Investment Specialists, Business Intelligence, Compliance and Legal to address clients' ad-hoc inquires. Work closely with tech team to enhance generative Al accuracy. Liaise with tech team to automate annual due diligence questionnaires. Review and update content in language database.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Accounting, Finance, Marketing, or related field of study plus 5 years of experience in the job offered or as Proposal Manager, Senior RFP Analyst, Proposal Writer, or related occupation.
Skills Required: This position requires five (5) years of experience in the following: Writing investment proposals for the following private markets strategies: US core real estate strategies, US value add real estate strategies, US real estate separate account strategies, US opportunistic real estate strategies, European core real estate strategies, European opportunistic real estate strategies, APAC core real estate strategies, APAC separate account strategies, global core and core+ infrastructure strategies, global core and core+ transportation strategies, global core forestry investment strategies, direct private equity strategies, private equity secondary strategies, Direct private credit strategies, and Private credit secondary strategies; Writing investment proposals for the following public alternatives strategies: ELTIF strategies, Macro strategies, Benchmark agnostic fixed income strategies, and UCITs fund of hedge funds strategies; Working with ERISA statutory pension code on public mandates issued by state governments and Sworn document Request for Proposals; SEC audits on Request for Proposals; Working with Request for Proposal tools such as Rocketdoc; and implementing AI in Request for Proposal tools.
Job Location: 277 Park Ave, New York, NY 10172.
Full-Time. Salary: $128,000 - $200,000 per year.
About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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.
JPMorganChase New York, New York, USA Office
270 Park Avenue, New York, NY, United States, 10017-2014
JPMorganChase New York, New York, USA Office
4 Metrotech Center, New York, NY, United States, 11201
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