RFP Writer, Associate jobs in United States
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Chase ยท 2 months ago

RFP Writer, Associate

Chase is a leading financial services firm, and they are seeking an RFP Writer to join their Global RFP Group. This role focuses on crafting high-quality RFPs, RFIs, and DDQs while collaborating with various internal stakeholders to support the growth of new business and maintain strong client relationships.

BankingFinancial Services

Responsibilities

Deliver high-quality content and solutions for RFPs, RFIs and DDQs. The primary duties include creating accurate, compelling, and client-focused RFP responses, and overseeing the production and internal distribution of both draft and final versions of RFPs
Interact and closely collaborate with key internal stakeholder groups globally to source, validate and refine content (e.g., Sales teams, Investments Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading and other departments)
Establish effective working relationships across our Global RFP Group, with team members located in New York, Columbus, London, Hong Kong, Japan and Mumbai
Maintain and organize investment language within the internally developed content library, known as Info Request Library (IRL)
Participate in projects involving the testing of new technology such as process automation, metrics production, and evolution of AI function enhancements in RFP tools
Rigorously adhere to approved review, compliance, and record-keeping procedures

Qualification

RFP writingFinancial markets knowledgeMicrosoft Office proficiencyAsset management experienceBasic financial conceptsAttention to detailStakeholder managementCommunication skillsOrganizational skillsLeadership skills

Required

Outstanding accuracy and attention to detail
Excellent communication skills, both verbal and written
Ability to tailor responses to client questions and create new written material
Ability to organize, prioritize, and multi-task in a fast-paced deadline driven environment
Capability to work both as part of a collaborative global team and independently
Prior experience in writing or participating in the RFP process within the asset management industry
Confidence in partnering directly with stakeholders at all levels
Strong work ethic and positive attitude
Genuine passion for learning about the business and investment products
Leadership skills with a professional, positive, and mature attitude
Solid grounding in the financial markets and understanding of basic financial concepts
Awareness of business risk and compliance procedures
Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook at an intermediate to advanced level

Preferred

Knowledge of JPMAM's organization, investment products, specifically with the Fixed Income and Liquidity space

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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