Wealth Management - Funds Product Development Associate
Wealth Management - Funds Product Development Associate
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Job Description
J.P. Morgan Asset & Wealth Management delivers industryleading 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.
J.P. Morgan is a global leader in financial services providing strategic advice and products to the worlds most prominent corporations governments wealthy individuals and institutional investors. Our firstclass business in a firstclass way approach to serving clients drives everything we do. We strive to build trusted longterm partnerships to help our clients achieve their business objectives.
The WM Solutions Product Development team is responsible for leading the structuring and product development of pooled investment solutions for the International Private Bank (IPB). Covering EMEA Latin America and Asia the team leads new fund launches and manages change to the product palette as a result of business commercial or regulatory developments. This includes everything from idea generation and product innovation through to leading fund launches and managing the product pipeline.
In addition the team plays a key role in the governance management and ongoing oversight of proprietary funds.
Job Responsibilities:
The role includes responsibility for the entire product life cycle of proprietary mutual funds. This includes driving the process for launching investment products in line with business priorities and in coordination with key stakeholders. The role involves a high degree of interaction with our different functional partners such as Portfolio Managers Portfolio Specialists Advisers Legal Risk Tax Compliance and Middle Office. Building and maintaining relationships with J.P Morgan affiliates third party management companies and the fund industry in general is also key to the role.
- Act as a subject matter expert on product initiatives helping toidentify gaps and develop innovative solutions across multiple stakeholder groups.
- Work across asset classes to scope product ideas and enhancements / changes to existing funds.
- Partner with financial counterparties to negotiate business terms legal agreements and the launch of investment solutions.
- Lead new product development initiatives based on pipeline the implementation of effective processes for new product launches.
- Managecore IPB relationships with product stakeholders across regions and functions. Coordinate with Legal Risk Compliance Operations and Investment teams to develop legal agreements marketing material and fund documentation.
- Provide assistance and information to investment advisers control functions and portfolio managersrelating to product development.
- Assist with management & oversight of due diligence from third party management companies.
- Monitor and be aware of industry trends impacting the product offering.
Required Qualifications Capabilities and Skills:
- Relevant experience in the asset or wealth management industry required.
- Highly motivated team player with proven problemsolving ability; act with independence and coordinate with team and stakeholders.
- Strong multitasking highly structured and organized skills.
- Ability to work in a highly collaborative environment and build lasting relationships with people of various seniority.
- Detailoriented with strong analytical and planning skills.
- Excellent negotiation and presentation skills; strong communication interpersonal and stakeholder management skills.
- Highly competent with core MS Office applications.
Preferred Qualifications Capabilities and Skills:
- Additional European languages of benefit Italian French German or Spanish
- Knowledge of programming language tools (Python) and business intelligent tools (Tableau Alteryx) an advantage.
Required Experience:
IC
Employment Type
Full-Time
