Investments Discretionary

JOB DESCRIPTION

Join our Investment Product Development Team as an Investment Product Specialist, where creativity meets excellence.

As an Associate in Wealth Management Solutions Investment Product Development, you will manage initiatives for program governance, oversee advisory product lines, and coordinate with corporate partners for effective administration.

Job Responsibilities:

• Support the team for initiatives relating to the administration and maintenance of policies, procedures, regulatory reporting and business oversight.
• Manage relationships with product stakeholders across regions and functions; provide assistance and information to business partners, legal, operations, control teams and portfolio managers relating to product management.
• Lead projects including those driven by business and regulation; track progress made against project timeline & proactively report periodically on key highlights, next steps and issue resolution.
• Maintain and proactively recommend enhancements to procedures and processes.
• Support, create and enhance data reporting to support business management and regulatory reporting. Strong accuracy and attention to detail required.
• Coordinate across the diverse perspectives of Legal, Risk, Compliance, Operations and platform teams to deliver advisory program management initiatives.
• Recommend enhancements to projects to improve efficiency meeting objectives and timelines.
• Manage Projects including full ownership of meetings, document minutes & project steps, ensuring effective timing and sequencing of deliverables to meet tight deadlines.
• Track project timelines and progress including reporting on key highlights, next steps and issues.

Required qualifications, capabilities and skills

• 5+ years of financial services experience in Private Banking, Wealth Management, or Asset Management.
• Project Management or Product Management experience which includes dealing with multiple stakeholders along with the ability of knowing JIRA & Confluence.
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment.
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources. Team player with the ability to work in a highly collaborative environment.
• Good presentation skills; excellent communication, interpersonal skills and stakeholder management skills
• Exceptional data analysis/quantitative/technical aptitude with ability to quickly learn new processes, and datasets.
• Experience with analytical and data management tools (e.g. Alteryx, Tableau, Python, SQL etc., Highly competent with core MS Office applications – e.g. Outlook, Excel and PowerPoint.

Preferred qualifications, capabilities and skills

• Strategic and analytical thinker with a drive towards execution and results.
• Influencing skills to manage a variety of stakeholders from different functions.
• Team player who proactively shares knowledge and information within and outside the function.
• Exhibit analytical abilities to compile, structure, examine and prepare substantial data sets with precision and thoroughness.
• Proactive self-starter with a solutions oriented mindset and a fast learning curve.
• Detail-oriented with excellent planning, organizational and process management 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.