Wealth Management Solutions, Investment Product Specialist - Associate/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.

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.