New York, NY, USA
20 days ago
Wealth Management Solutions, Investment Product Specialist Associate

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.  

 

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