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Treasury Services Treasury Services (TS) is an integral business within the J.P. Morgan Corporate and Investment Bank and is a cornerstone of the Bank's global institutional and corporate client business, offering payment, liquidity, and trade services and advice to clients around the world. We are a recognized market leader and a full-service provider of innovative cash management, liquidity and trade solutions in the industry.
Position: This role is for a Proposal Writer within the TS APAC Proposals Team, with the primary responsibility of managing the proposal generation and delivery process, end-to-end. The Proposal Writer will provide critical support to the overall sales process by generating customized, compelling and persuasive Sales Proposals in response to global, regional and single country RFP/RFI requests from prospective and existing clients within the Corporate, Banks & Broker Dealers, and Non-Bank Financial Institution segments. Responsibilities:
Responsibilities will include:
Ensuring the Coverage/Sales Teams' adherence to the established deal assessment process prior to working on each RFP/RFI project to instill the necessary deal screening discipline
Project managing and controlling the end-to-end bid process, ensuring that RFP/RFI proposals are completed in line with set timelines and comply with prescribed global procedures
Preparing, maintaining and managing the proposal project plan and project matrix outlining all project deliverables, responsible stakeholders, milestones and resources
Seeking and coordinating timely input from the relevant subject matter experts
Conducting regular review meetings to ensure adherence to action items and target dates by all deal team members and stakeholders
Ensuring timely escalation of any issues
Generating high quality proposals in both form and content, which accurately reflect the products and services as well as the value proposition of J.P. Morgan
Preparing the initial draft using the global content database and other relevant sources
Ensuring that each RFP/RFI question or stated requirement has been appropriately and fully addressed
Incorporating all information into a presentable and professional proposal in compliance with the standard global template and any specific formatting specifications as may be required by the client
Collaborating actively with the Coverage/Sales Teams, as well as the relevant Product Managers and subject matter experts in developing and crafting customized solutions to address specific client requirements
Ensuring that all required internal approvals and senior management sign-offs have been secured by TSMs prior to submission of the proposal, including approvals for non-standard product and service offerings
Working in close coordination with other regional proposal team members for global bids to ensure that APAC content is relevant and accurate in line with the agreed products and services to be proposed
Working in close conjunction with the Presentations Team and the Graphics Team in ensuring presentation decks and brochures are consistent with proposed solutions in the RFP response
Coordinating with subject matter experts and the SalesHub Team to update the central knowledge database as responses are created, developed and enhanced
Ensuring that all new responses crafted for RFP/RFI proposals are communicated to the SalesHub team within two weeks of the proposal submission
Keeping up-to-date with all new product enhancements, roll-outs and modifications to ensure that proposed products and services in RFP/RFI proposals remain current
Communicating product updates promptly to the SalesHub team to ensure these are captured accordingly in the database system
Updating all deal trackers promptly and accurately on the status of both in-flight and completed proposals
Updating of monthly reports including deal scorecard and win-loss ratio analysis
Adhering to all J.P. Morgan departmental policies and procedures
Experience and Skills:
Candidates must possess a combination of the following skills and experience:
A minimum of five years' experience, preferably in Treasury Services
Experience in proposal writing a plus
Extensive knowledge of cash, liquidity management and trade services products
Sound project management and organizational skills
Strong verbal communication skills
Excellent English writing skills
Highly collaborative with an ability to work in a team environment
Excellent desktop publishing skills, including a strong working knowledge of Word, Excel and other MS-Office applications.