Associate - Institutional Investment Solutions

Job Description

Join JPMorgan Chase's Wealth Management Solutions team and play a pivotal role in driving business growth through high-quality, client-focused proposal responses. This is an exciting opportunity for detail-oriented professionals who thrive in a fast-paced, collaborative environment. Your expertise will help us maintain our reputation for excellence and support our continued success in the marketplace.

As an RFP Associate in Wealth Management Solutions, you will manage, draft, and coordinate responses to Requests for Proposal (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs). You will have the opportunity to work closely with stakeholders across the organization, deepen your product knowledge, and contribute directly to the firm's growth by delivering high-quality, client-focused documents.

Job Responsibilities

• Lead the end-to-end process for RFPs, RFIs, and DDQs, including project planning, content proofreading and editing, and submission.
• Draft, edit, and tailor responses to client requirements, ensuring accuracy, consistency, and alignment with firm messaging.
• Maintain a high level of competency when reviewing data, quickly identifying and resolving both data and format issues to ensure the integrity and quality of proposals.
• Collaborate with regional and global stakeholders to drive alignment on messaging.
• Work closely with senior leaders and subject matter experts across investment specialist and banking teams to gather information and validate responses.
• Assist with maintaining the SmartRFP tool, including user testing, access management, enhancement testing, and supporting SMEs with content updates.
• Review and proofread all submissions for clarity, grammar, and compliance with client specifications.
• Ensure all deliverables are completed on time and meet high standards of quality.

Required Qualifications, Capabilities, And Skills

Preferred Qualifications, Capabilities, And Skills

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 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.

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.

Skills Required

Microsoft Word