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AWM_Asset Management_Analyst Global RFP

3.00 to 5.00 Years   Kolkata   27 Oct, 2022
Job LocationKolkata
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Primary Responsibilities
    • People and Stakeholder Management is the necessity of the profile
    • Complete RFPs and RFIs for Institutional and Wholesale clients/prospects to support the U.S. Fixed Income RFP team with the highest accuracy in a timely manner
    • Maintain firm level content and data, product profiles, investment process descriptions and other language on Authoring within Spectrum (or other sources as agreed)
    • Work closely with RFP Teams, Investment Specialists, Client Advisors and other business partners to create and maintain client documents
    • Support all aspects of maintenance and improvement of RFPs
    • Ensuring all assigned reports are prepared and delivered on a timely basis with the highest level of accuracy
    • Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues
    • Assisting the team in maintaining existing procedures, tools and workflows necessary to facilitate the day-to-day activities
    • Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions
    Qualifications and skills Education
    • Graduate / Post-graduate with 3 - 5 year of experience
    • CFA level 1 could be a distinct advantage
    Industry / Product / Process
    • Prior experience of writing or participating in the RFP process, preferably in the asset management industry
    • Understanding of the asset management business, various asset classes and investment products is desirable
    • Ability to quickly gain broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role
    • Financial market awareness and understanding of basic financial concepts
    Risk, Controls, Governance
    • Outstanding accuracy and attention to detail
    • Awareness of business risk and compliance procedures
    • Ability to simultaneously manage competing priorities, including immediate, short-term
    • Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree priorities and deadlines
    • Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
    Technical / Functional Skillset
    • Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); prior experience of using PMAPS/Qvidian and Saleforce.com applications also helpful
    • Excellent communication skills, both verbal and written
    • Outstanding numeracy/quantitative skills
    • Excellent writing skills in English
    • Interest in the presentation and customization of completed documents
    Soft Skills
    • Stakeholder and People management skills is mandatory
    • Outstanding organization, prioritization and multi-tasking skills
    • Strong work ethic and positive attitude
    • Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
    • Need to be creative, flexible and able to apply judgement when needed
    • Self-starter and motivated, able to prioritize key tasks effectively
    ,

Keyskills :
people management skillsfixed incomenew businessglobal teamssales supportdue diligence

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