Wealth Management Solutions, Product Analyst
17 hours ago
Join the global financial giant, JPMorgan Chase & Co, in our Asset & Wealth Management division, a leader in providing comprehensive financial services to a diverse clientele. As part of the Investment Solutions team, you'll manage the onboarding and handling of traditional investments across our U.S. Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms. You'll also cultivate relationships with a range of investment management firms, promoting strategic initiatives to ensure our platforms and product suites remain competitive and evolve with the industry and regulatory landscape.Our TeamAs a part of Investment Solutions, our team is responsible for the onboarding and management of traditional investments, including mutual funds (MFs), exchanged-traded funds (ETFs), and separately managed accounts (SMAs) to the U.S. Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms. We manage a diverse suite of over 5,000 investment products across these client channels, in discretionary, advisory, fee-based brokerage, and self-directed brokerage capacities. We drive strategic initiatives to ensure our platforms and product suites are continually competitive, expanding in line with the firm’s investment views, and evolving with the industry and regulatory landscape.Our team cultivates and manages relationships with an array of investment management firms, from boutique asset managers to some of the largest investment managers globally, in order to deliver solutions that meet the needs of our clients. ResponsibilitiesPrimarily focused on supporting key initiatives that enhance our investment platforms and product offering to ensure they remain competitive and aligned with industry and regulatory developments.Collaborate with cross-functional stakeholders to define objectives, assist in developing the framework and business requirements, and maintain accountability for deliverables. Conduct research and analyses to evaluate the industry landscape to identify potential opportunities for enhancement to our platform and inform the direction of key initiatives.Represent our investment capabilities and structures, serving as a subject matter expert to support decision-making.Engage with external partners across the asset management industry to foster relationships and remain informed of industry insights.Required qualifications, capabilities and skills1 - 3 years of experience in wealth management or other similar financial services experienceExcellent communication skills (written and verbal)Diligent multi-tasking abilitiesHigh-level of structure and organizationPrecise attention to detail Proficiency with core MS Office applications (e.g. Excel and PowerPoint)Series 7 and 63 licensesPreferred qualifications, capabilities and skillsKnowledge of mutual funds, ETFs, and SMAs, as well as product management / development experience is a plusAbility to work collaboratively with cross-functional teamsExperience working with legal agreements is a plusKnowledge of programming language tool (e.g. Python) is an advantage
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.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.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.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.Full timePosting Date: 2024-12-09
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