Wealth Management Solutions, Investment Product Specialist Associate - JPMorgan Chase
New York, NY
About the Job
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, ultra-high-net-worth and high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary:
As a part of Wealth Management Solutions, the US Funds Product Development team is responsible for designing, developing, and launching new mutual funds within the Six Circles fund complex, as well as supporting and enhancing the existing offerings. This is an Associate level Product Development role.
Responsibilities
+ Support the day-to-day product management of our $85B+ fund complex by leading relationships with sub-advisers, serving as the primary contact, and subject matter expert connecting internal teams (CIO and internal control teams, etc.) in support of the management of the funds.
+ Manage and support the addition of new strategies and sub-advisers and other ongoing product development efforts and enhancements. This requires extensive coordination among internal teams.
+ Support all phases of the product development life-cycle to launch new mutual funds, including analysis, investment design, executing on final fund set-up and other strategic initiatives that continue to drive innovation of the fund complex.
+ Develop/manage project plans and execute on the pipeline of enhancements.
Required Qualifications
+ 3-5+ years of experience in financial services
+ Demonstrated organizational skills with the ability to manage multiple highly visible initiatives simultaneously with a high level of attention to detail.
+ Exceptional communication skills, with the ability to present and promote complex ideas to all levels within the organization and outside the firm.
+ Must be Series 7/63 Registered
Preferred Qualifications:
+ Preferably has experience in wealth management, asset management and/or development of 40 Act mutual funds.
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $90,000.00 - $135,000.00 / year
Job Summary:
As a part of Wealth Management Solutions, the US Funds Product Development team is responsible for designing, developing, and launching new mutual funds within the Six Circles fund complex, as well as supporting and enhancing the existing offerings. This is an Associate level Product Development role.
Responsibilities
+ Support the day-to-day product management of our $85B+ fund complex by leading relationships with sub-advisers, serving as the primary contact, and subject matter expert connecting internal teams (CIO and internal control teams, etc.) in support of the management of the funds.
+ Manage and support the addition of new strategies and sub-advisers and other ongoing product development efforts and enhancements. This requires extensive coordination among internal teams.
+ Support all phases of the product development life-cycle to launch new mutual funds, including analysis, investment design, executing on final fund set-up and other strategic initiatives that continue to drive innovation of the fund complex.
+ Develop/manage project plans and execute on the pipeline of enhancements.
Required Qualifications
+ 3-5+ years of experience in financial services
+ Demonstrated organizational skills with the ability to manage multiple highly visible initiatives simultaneously with a high level of attention to detail.
+ Exceptional communication skills, with the ability to present and promote complex ideas to all levels within the organization and outside the firm.
+ Must be Series 7/63 Registered
Preferred Qualifications:
+ Preferably has experience in wealth management, asset management and/or development of 40 Act mutual funds.
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $90,000.00 - $135,000.00 / year
Source : JPMorgan Chase
