JPMorgan Chase Asset Management, Strategic Product Management, Global Product Platform, Analyst / Associate in New York, New York
Asset & Wealth Management overview
J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2018.)
Throughout its long and distinguished history, Asset & Wealth Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf.
Global Product Platform Analysis
Build and maintain global product platform reporting across asset classes and distribution channels, including:
Trailing and rolling performance vs. benchmark and passive alternative
Trailing and rolling performance vs. broad industry and select key peers
Asset base and flows analysis
Pricing and fee structure analysis
Qualitative research around distribution strategy, product and platform governance, marketing, etc.
Analyze global product platform to raise strategies for investment governance, topics for business review, and potential gaps for innovation
Partner with other members of Product Strategy on additional platform reporting for specific regions & asset classes
Global Product Platform Management
Leverage global product platform analysis to build and enhance score cards for each fund complex that help identify strengths & weaknesses of regional product ranges. These score cards will help highlight where a product range could be optimized through: liquidations, mergers, pricing adjustments and strategy restructurings.
Create presentations with suggested optimization which will be presented at governance forums including AMOC, AM Client OC and the Product Development Leadership Team (PDLT)
Partner with key internal partners to implement platform adjustments
Asset Management industry knowledge and experience (2-5 years experience)
Strong verbal and written communications skills
Attention to detail and an ability to turn data into information, use intuition to make connections in this information and identify trends
Ability to partner with stakeholders across channels, regions, and product teams
Collaborative, team player who takes time to understand others’ points of view
Proficient use of Microsoft Office e.g., Excel, PowerPoint, as well as industry databases e.g., Morningstar, and a quick learner of new tools
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.