Wealth Management Solutions, Managed Product Group Analyst

JPMorgan Chase • New York, NY

108d

About The Position

As a part of Investment Solutions, the Managed Product Group serves as subject matter experts and is responsible for product management of traditional investments, including mutual funds, Exchanged Traded Funds (ETFs), and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms. These platforms offer a diverse suite of fee-based solutions, including single- and multi-asset class portfolios, as well as brokerage offerings. Globally, there are over $1.2 trillion in assets under management with continuous growth anticipated. Our team cultivates and manages relationships with some of the largest investment managers across the globe, as well as many boutique asset managers, to deliver solutions that meet the needs of our clients. We partner with internal and external colleagues to bring new products to market and contribute to the innovation of JPM’s offerings as well as the evolution of the industry.

Requirements

• 1-3 years of experience in wealth management or other similar financial services experience.
• Excellent communication skills (written and verbal).
• Diligent multi-tasking abilities, high-level of structure and organization, and precise attention to detail.
• Demonstrated ability to make interpersonal connections and foster relationships.
• Ability to assess risks, foresee implications, challenge the status quo, and ask thought-provoking questions.
• Eagerness to collaborate with business partners to achieve desired outcomes.
• Knowledge of mutual funds, ETFs, and SMAs, as well as product management/development experience is a plus.
• Experience working with legal agreements is a plus.
• Proficiency with core MS Office applications (e.g. Excel and PowerPoint).
• FINRA SIE, Series 7 and 63 licenses.

Nice To Haves

• Knowledge of mutual funds, ETFs, and SMAs.
• Product management/development experience.
• Experience working with legal agreements.

Responsibilities

• Support the pipeline and delivery of new investment products to the US Private Bank, Chase Wealth Management, and J.P. Morgan Advisors platforms.
• Negotiate with investment managers to secure access and competitive terms for new investment solutions.
• Engage in key strategic initiatives that drive innovation and increased efficiency across the global business.
• Act as a liaison to internal business partners related to traditional managed investment solutions.
• Interact closely with internal partners across Manager Solutions, Legal, Risk, Compliance, Operations, Bankers, and Investors.
• Engage with numerous partners across the asset management industry.
• Support the process for making new investment products available across multiple US platforms.
• Work on a pipeline of over 100 solutions in varying stages of development.
• Contribute to strategic initiatives and assist in coordinating projects that develop investment program offerings and capabilities.
• Represent investment capabilities and structures as a subject matter expert for traditional managed investment solutions.
• Educate and advise on product-specific information including availability, commercial terms, and competitive insight.
• Establish and foster relationships with third party investment managers and relevant counterparties.
• Collaborate on control-related responsibilities to comply with regulatory standards and firm requirements.

What This Job Offers

• Career Level: Entry Level