Wealth Management Solutions, Investment Product Specialist - Associate/VP

Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services. The Portfolio Management Group (PMG) is the implementation engine for the Private Bank’s discretionary investment business and manages more than $375 billion across more than 500,000 mandates, including individual client accounts, regulated funds (e.g. UCIT’s, 40 Act, etc.) and other co-mingled investment vehicles (e.g. 3C7 funds).

The Role The PMG model portfolio team is responsible for managing multi- and single-asset class discretionary portfolios. Each of our investment solutions reflects our vast market resources, broad global reach and rigorous risk management process as part of a boutique investment offering within JPMorgan Wealth Management Solutions.

The Vice President/Associate, Investment Product Specialist will:

• Own the design, implementation, and ongoing management of security‑level model portfolios across a complex, diversified account base, accountable for outcomes versus benchmarks and risk parameters.
• Lead portfolio construction in partnership with the CIO and PMG Asset Class Specialist teams; translate top‑down views into implementable models, trade lists, and rebalancing frameworks.
• Define and govern allocation and performance measurement frameworks; oversee attribution analysis and present drivers of returns and risk to senior forums and governance committees.
• Oversee trade monitoring, exceptions, and controls; sign off on releases/changes and ensure timely escalation and remediation where required.
• Serve as a senior point of contact to Investors, Portfolio Specialists, and Manager Solutions; clearly articulate the managed platform value proposition and handle complex stakeholder escalations.
• Drive audit and compliance readiness; coordinate materials for quarterly board meetings and support regulatory and internal review requests with audit‑ready documentation.
• Maintain and enhance the control environment; ensure adherence to internal governance structures and risk management monitoring; lead issue management and sustainable fixes.
• Mentor and provide direction to Associates/Analysts; set priorities, review outputs, and foster an inclusive, high‑performance culture.
• Partner with Technology and Data teams to enhance tooling and analytics; define requirements for automation, model scalability, and production data quality; lead UAT as needed.
• Contribute to platform roadmap and product development; evaluate new models, instruments, and implementation approaches to improve client outcomes and operational resiliency.

Qualifications

• 5-7+ years of relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics within wealth or asset management; experience with model portfolios strongly preferred.
• Proven advanced Excel expertise; strong, demonstrated experience with Python or other scripting languages preferred.
• Demonstrated leadership in multi‑stakeholder environments, including running governance routines and influencing senior stakeholders.
• Strong understanding of investments with the ability to convert insights into clear executive narratives and recommendations.
• 3–5+ years of hands‑on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight.
• Post‑graduate degree indicating strong quantitative and technical ability preferred.
• Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred.
• Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers.

About Us

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​