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Wealth Management - Discretionary Product Development, Analyst/Associate

Req #: 180037815
Location: New York, NY, US
Job Category: Asset Management
Job Description:
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra-high net worth individuals and families around the world. The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital raising, and specialty wealth advisory services.
 
As part of Wealth Management (WM) Capital Market Solutions, the Product Development Group works in conjunction with numerous wealth management investment solutions teams to develop and deliver products for use in the Private Bank (PB), JPMorgan Securities (JPMS) and Chase Wealth Management (CWM) lines of business. 
 
This is a senior Analyst or junior associate Product Development role. The Discretionary Product Development team is responsible for launching and managing fee based, long-only products for distribution to private clients.   These investments, proprietary or third-party managed, are comprised of predominantly equity and fixed income Separately Managed Accounts (SMAs), Mutual Funds (MFs) and Exchange Traded Funds (ETFs) and are offered to clients through SMA structures.  The Product Development role will require significant interaction with our Manager Research team, portfolio managers, Investors and supporting areas of the organization.
 
  • Drive new product development and build-out of new investment capabilities, ensuring our initiatives are delivered on schedule and within scope
  • Support the product pipeline and development efforts for US distributed discretionary offerings
  • Lead feasibility analysis of newly proposed solutions by partnering with key stakeholders to identify critical components of the delivery and time to market
  • Partner with Legal & Compliance to ensure adherence to regulations & policies in the design and development of new solutions
  • Develop and manage project plans and updates for senior management
  • Serve as a subject matter expert for Core and Advisory solutions
  • Make recommendations to re-engineer process flows working with trading desks, middle and back-office operations, and technology
  • Create partnerships with various teams including Portfolio Management teams, Legal & Compliance, Risk, Marketing, Technology & Operations, Finance, and Business
  • Coordinate across lines of business to ensure we have a unified message and launch timeframe
  • 3+ years of financial services experience in Asset Management, Wealth Management, Private Banking and/or Broker Dealer
  • Exposure to Investment Products (MFs, SMAs, ETFs, Equities, Fixed Income) preferred
  • Proven ability to distill complex ideas into consumable and actionable materials
  • Experience analyzing, communicating and executing against complex business initiatives with preparation and structure
  • Track record of delivering on business initiatives in the asset management industry
  • Ability to influence and partner effectively across a global organization
  • Demonstrated track record of adapting to a rapidly changing business environment, ability to quickly assess situations, act decisively and capitalize on change
  • Excellent presentation skills
  • Strong communication skills, both oral and written
  • Industry involvement -  staying abreast of industry trends and issues
  • Highly collaborative - history of delivering results with and through organizational partnership
  • Background in Product Development and Product Management preferred
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