Join as an Investment Product Specialist in the Investment Product Development Team, driving innovation and excellence in wealth management.
As an Associate in Wealth Management Solutions Investment Product Development, you will onboard third-party and JPM proprietary funds, ensuring seamless integration and compliance with company standards. Engage with stakeholders like Product Specialists, Legal Risk Compliance, Operations, and Technology teams for effective communication and collaboration. Drive continuous improvement and innovation within the organization through product lifecycle initiatives.
Job Responsibilities:
- Support the team for initiatives relating to the product management cycle: On-boarding of active, passive investment funds and ETFs, based on business priorities.
- Assist in prioritisation of these funds/ETFs/SMAs across US & IPB platforms based on the demand.
- Implement product lifecycle changes, guidelines, fee changes etc. to our investment products.
- Maintain and proactively recommend enhancements to ongoing product MIS and YTD onboarded trackers/achievements to provide deeper understanding.
- Manage relationships with product stakeholders across regions and functions; provide assistance and information to business partners, operations, control teams and portfolio managers relating to product management.
- Lead projects relating to the product including those promoten by business and regulation; track progress made against project timeline & proactively report periodically on key highlights, next steps and issues.
- Recommend enhancements to product features, client experience and processes.
- Organise meetings, document minutes & project steps, ensuring effective timing and sequencing of deliverables to meet tight deadlines.
- Track project timelines and progress including reporting on key highlights, next steps and issues.
Required qualifications, capabilities and skills:
- 5+ years of financial services experience in Private Banking, Wealth Management, or Asset Management.
- Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment.
- Superior verbal and written communication skills with the ability to mobilize internal networks and resources. Team player with the ability to work in a highly collaborative environment.
- Good presentation skills; excellent communication, interpersonal skills and stakeholder management skills. Attention to detail is key.
- Ability to understand investment products, Mutual funds, ETFs and various investment instruments.
- 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.) Proactive self-starter with a solutions oriented mindset and a fast learning curve.
Preferred qualifications, capabilities and skills:
- Strategic and analytical thinker with a drive towards execution and results.
- Influencing skills to manage a variety of stakeholders from different functions.
- Team player who proactively shares knowledge and information within and outside the function.
- Exhibit analytical abilities to compile, structure, examine and prepare substantial data sets with precision and thoroughness.