Asset Management Product Strategy Associate
JPMorgan Chase · New York, United States · 13h ago
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.
The Global Product Strategy and Development team helps manage and position JPMAM’s global investment product suite. As part of this broader group, the role of Product Strategy is responsible for providing timely competitive intelligence on flows, asset growth, product innovation and investment performance in order to uncover opportunities as well as inform and support the firm’s strategic agenda. The team works with product development, distribution, investment and marketing teams to position and differentiate AM’s investment product range in a way that aligns with market events and resonates with clients.
Job summary:
As a Product Strategy Associate on the Asset Management Product Strategy and Development team you will collaborate with the Americas Product Strategy team across a variety of key deliverables and strategic initiatives. You will support competitive intelligence initiatives across asset classes and vehicle types. You will work closely with other members of Product Strategy as well as investment specialist teams to develop high-impact product messaging, socialize important product updates, and provide competitive industry intelligence. You will also collaborate with distribution and marketing teams to train client advisors, articulate product value propositions and provide relevant analytics on AM products and competitors from third parties.
Job responsibilities:
- Work closely with Head of Americas Product Strategy to help coordinate team initiatives, contribute to the development of cross-platform presentations and analysis for senior management, help the team to execute on quarterly deliverables, and assist with cross-asset class initiatives as it relates to industry landscape and trends.
- Collaborate with asset class specialists on the Product Strategy team to develop a strong proficiency in the AM product range, competitors, and industry trends.
- Work with investment specialists and portfolio managers to understand products and capabilities, develop high-impact product messaging, socialize important product updates, and provide competitive intelligence.
- Collaborate with investment teams to train client advisors, articulate product value propositions and provide relevant analytics on AM products and competitors.
- Support new product initiatives by providing input into product design, analyzing the competitive landscape, and working with investment and marketing teams to position J.P. Morgan strategies.
- Partner with product development colleagues on broad product platform initiatives such as pricing reviews, competitive analysis, and preparation of materials for Product Steering Committees and Boards.
- Present competitive landscape at training calls and meetings with distribution and investment teams and streamline processes by leveraging technology to increase consistency and efficiency across the team and aid in automation of key deliverables.
Required qualifications, skills and capabilities:
- 3+ years’ experience in the asset management industry, either distribution or investment focused, with comfort and experience doing in-depth analysis and presentations.
- Team player who is intellectually curious about the investment industry, has an ability to problem solve, and recognizes when to ask for assistance.
- Strong quantitative and analytical skills and investment knowledge with acute attention to detail.
- Strong communication skills and professionalism, both written and verbal.
- Project management and cross-organization collaboration skills, with the ability to execute in a timely manner while balancing competing priorities.
- Proficiency in MS Office (Excel & PowerPoint) and ability to develop aptitude with market data tools (Morningstar, Simfund, eVestment, Preqin) and firm AI suite.
- Bachelor’s Degree required
Preferred qualifications, skills and capabilities:
- CFA or CAIA is a plus.