Portfolio Product Manager

J.P. Morgan Personal Investing offers award-winning investments products and digital wealth management services to over 275000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals. As a Portfolio Product Managerat J.P. Morgan Personal Investing you will help shape how clients build monitor and understand their portfolios. You will combine product leadership with strong financial modelling to deliver trusted transparent portfolio capabilities.

As a Portfolio Product Manager at J.P. Morgan Personal Investing you will own key portfolio experiences and the underlying analytics that power them from discovery through delivery and iteration.

Our Product team is at the heart of this venture focused on getting smart ideas into the hands of our clients. Were looking for people who have a curious mindset thrive in collaborative teams and are passionate about helping clients invest with confidence through clear explainable portfolio experiences. By their nature our people are solution-oriented commercially savvy and have a head for fintech. We work in cross-disciplinary teams to focus on specific products projects and client journeys and youll have the opportunity to move between them.

Job responsibilities

• Own the portfolio product vision strategy and roadmap aligned to client needs and business outcomes
• Define and build the financial models required to support portfolio features (e.g. allocation logic rebalancing rules performance calculations risk metrics and fee/cost impacts)
• Translate complex portfolio analytics into clear product requirements user stories and acceptance criteria for cross-functional delivery
• Partner with engineering design data and risk/compliance stakeholders to deliver portfolio capabilities safely and at scale
• Prioritise work using data customer insights and commercial impact making clear trade-offs and decisions
• Deliver new portfolio features through end-to-end execution: discovery build testing launch and ongoing optimisation
• Measure product performance using defined KPIs and instrumentation and iterate based on outcomes and feedback
• Communicate plans progress and decisions effectively to stakeholders at multiple levels including clear explanations of model assumptions and results
• Ensure portfolio calculations and outputs are consistent explainable and appropriately governed across channels
• Identify risks and dependencies early and drive mitigations to maintain quality and timelines

Required qualifications capabilities and skills

• BS/BA degree or equivalent experience
• Demonstrated product management experience delivering digital products end-to-end in fintech investing or wealth management
• Proven ability to define build validate and maintain financial models used for portfolio-related decisions and/or customer experiences
• Strong understanding of core portfolio concepts (diversification risk/return benchmarks rebalancing performance measurement)
• Experience translating analytical work into clear requirements for engineering and data teams
• Ability to communicate complex quantitative concepts clearly to non-technical stakeholders
• Strong prioritisation decision-making and execution skills in a cross-functional environment
• High attention to detail and a quality mindset for calculations edge cases and data consistency

Preferred qualifications capabilities and skills

• Experience building or product-managing portfolio analytics such as performance attribution scenario analysis or risk factor exposure views
• Proficiency in Excel plus at least one analytical language/tool (e.g. Python or R) for modelling and analysis
• Familiarity with retail investing journeys and operational realities (holdings transactions pricing/returns data reporting)