Wealth Management Solutions, Managed Product Group Analyst

Our Team

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.

Job Responsibilities:

A focus of this role will be supporting the pipeline and delivery of new investment products to the US Private Bank, Chase Wealth Management, and J.P. Morgan Advisors platforms, including negotiating with investment managers to secure access and competitive terms for new investment solutions.  It will also involve engagement in key strategic initiatives that drive innovation and increased efficiency across our global business.  This candidate will be a liaison to internal business partners related to traditional managed investment solutions (including mutual funds, ETFs, and SMAs), as well as the evolving industry and regulatory landscape. The role will require close interaction with our internal partners across Manager Solutions, Legal, Risk, Compliance, Operations, Bankers, and Investors. Externally, the role will entail depth and breadth of engagement with numerous partners across the asset management industry.

• Support the process for making new investment products available across multiple US platforms, including negotiating commercial terms and partnering with Legal to review and execute agreements with investment managers. Work on a pipeline of over 100 solutions in varying stages of development.
• Contribute to strategic initiatives and assist in coordinating projects that contribute to the development of our investment program offerings and capabilities, in line with the firm’s vision, regulatory changes, and the evolving industry landscape.  
• Represent investment capabilities and structures in order to serve 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 in order to comply with regulatory standards and firm requirements, including partnering with internal corporate partners to advise on investment product disclosures.

Required Qualifications, Skills And Capabilities:

• 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 are essential
• Demonstrated ability to make interpersonal connections, foster relationships, and effectively partner with all levels of an organization, from senior management to process participants
• 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 and support initiatives to completion 
• 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

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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/Veterans