Wealth Management Solutions, Investment Product Specialist - VP

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. Job Responsibilities 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 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. #J-18808-Ljbffr JPMorgan Chase & Co.