Annuity Product Due Diligence-associate

2 months ago

Mumbai, India JPMorgan Chase Bank, N.A. Full time

You are a strategic thinker passionate about driving solutions using Business Development skills. You have found the right team.

As the Due Diligence Specialist in our Product Management, you will spend each day defining, refining and delivering set goals for our firm

**Responsibilities**:

- Analyze the annuity business leveraging industry, carriers, products and sales data to help business growth by providing research and analysis on product positioning, existing and new annuity business opportunities
- Represent product team in facilitating and participating in the firm's Insurance Carrier Review Committee
- Manage product due diligence projects, support the operational due diligence team's evaluation of carriers, engage with vendors to acquire necessary input, and present to different levels of governance committees and forums
- Manage product pipeline and approval process for new product launch across lines of business
- Support implementation of the annuities operating model in partnership with cross-functional stakeholders (Business Leads, Client Service, Operations, and Technology)
- Facilitate change-management and syndication discussions with key stakeholders from each line of business, LOBs (e.g., CWM, JPMS, PB) and partner with Legal, Risk, Compliance & Supervision and governance to ensure policy and procedures are consistently up-to-date
- Assist with the ongoing monitoring and maintenance of intranet sites across lines of business to ensure materials are current and accurate

**Required Qualifications**:

- CA/MBA with 4+ years of experience
- Prior experience required in product due diligence / product management in financial services; Annuity related experience is a plus
- Strong experience using Microsoft Office, including Excel & PowerPoint (VBA and Tableau a plus)
- Demonstrated ability to manage multiple initiatives to completion under concurrent, rigorous deadlines in a fast-paced dynamic environment. Strong ability communicating with internal and external stakeholders and senior management

Preferred Qualifications:

- Excellent communication skills and poise giving presentations, especially to senior management
- Demonstrated aptitude for sales and client relationship management
- The ability to be a dynamic member of a team
- Strong initiative, energy and confidence completing projects with limited supervision

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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