Investment management products and services are a core offering within J.P. Morgan Private Banking. We offer the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds. These strategies are delivered to clients in a variety of structures, including discretionary portfolios and regulated fund wrappers.

The Discretionary and Advisory Product Development team is focused on delivering high impact, discretionary and advisory solutions for US Wealth Management (under the J.P. Morgan, Chase and JPMS brands) & International Private Bank (IPB) clients. The team is responsible for launching managed investment products for distribution to private clients across various distribution channels. The team manages the full life cycle of the product; from ideation to delivery, termination and discontinuance.

Job Responsibilities:

Lead and coordinate projects catering to product management initiatives, including business and regulatory changes. Track progress made against project timeline & proactively report periodically on key highlights, next steps and issues.

Organise cross functional working groups with multiple stakeholders including but not limited to Legal, Risk, Compliance, Operations and Investments teams and manage relationships with the product stakeholders.

Facilitate communications and meetings, document minutes & project steps, ensuring effective timing and sequencing of deliverables to meet tight deadlines.

Ensure quality assurance and compliance: Validate data, ensure standards are met, and identify process improvement opportunities. Support and lead processes to ensure regulatory adherence.

Manage data and documentation: Prepare and develop ad-hoc and regular data analysis, including charts and visual aids, to support decision-making or regular business reviews.

Maintain and proactively recommend enhancements to ongoing product management reporting and product delivery pipelines.

Required qualifications, capabilities and skills

2+ years of experience within financial services supporting product management and delivery in the asset and wealth management industry or global markets.

Proven track record of delivering projects or product management initiatives and experience with project management tracking and tools such as JIRA & Confluence.

Detail-oriented with excellent planning, organizational and process management skills.

Investments knowledge demonstrated via relevant experience, certifications, or education.

Good presentation skills; excellent communication, interpersonal & stakeholder management skills.

Team player with the ability to work in a highly collaborative environment.

Proactive self-starter with a solutions-oriented mindset and a fast learning curve.

Highly competent with core MS Office applications - e.g. Outlook, Excel and PowerPoint.

Experience with analytical and data management tools (e.g. SQL, Alteryx, Tableau, Python etc.)

Preferred qualifications, capabilities and skills

Project Management or Product Management experience.

Team player who proactively shares knowledge and information within and outside the function.

Proven track record of influencing and partnering effectively across a global organization preferred.

Exhibit analytical abilities to compile, structure, examine and prepare substantial data sets with precision and thoroughness.

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.