J.P. Morgan Asset & Wealth Management, with client assets of $1.7 trillion, is a global leader in asset and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers asset management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
The Product Strategy group within JPMAM provides comprehensive research, thought leadership and competitive differentiation of JPMAM’s investment capabilities to expand distribution and the quality of product coverage representative of our global franchise.
The Project Strategy team’s objectives include:
Driving and supporting JPMAM’s strategic agenda for growth and market-share capture by providing timely competitive intelligence on flows, asset growth, product trends and performance tracking
Delivering product sales ideas that leverage current market events and competitive opportunities
Providing clients with Portfolio Insights Analytics which helps them make more informed investment decisions
The Product Strategy Vice President will report directly into the Head of Product Strategy EMEA and will provide leadership on the team across a number of key deliverables and strategic initiatives. A focus of the role will be to cover the fixed income asset class, as well as interface with specific local country sales teams. He/she will also interact with clients in partnership with the sales teams through Portfolio Insights Analytics. This will entail analyzing client portfolios and presenting insights to a range of clients. Additionally, this role requires strong leadership attributes as it will involve engaging and presenting to senior leaders globally.
Main responsibilities will include:
Being the team lead for fixed income, interfacing with the JPM Portfolio Management and Investment Specialist teams to understand our fixed income products and differentiate them from peers
As the fixed income team lead, the individual will own the Manager Insights sections, morning calls, product development relationship, and all other initiatives for the asset class. This will also involve collaborating across Product Strategy globally, with FI product strategies in the U.S. and APAC
Collaborating with marketing to drive clear messaging, develop value propositions and communications
Interfacing with the CE Funds and Institutional businesses on a number of sales initiatives and requests, presenting at team meetings and partnering across Portfolio Insights requests
Assisting with preparation of presentations for senior management in EMEA and globally
Extensive experience in investment management
Strong analytical, communication, project management and cross-organization collaboration skills required
Demonstrate ability to influence and gain senior management buy-in on key initiatives
Strong Excel and PowerPoint skills; aptitude for computer software (for example Morningstar Direct, eVestment, Simfund)
Experience in managing more junior members of a team a plus
CFA or MBA a plus
Additional European languages a plus
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer and a member of the UK Government’s Disability Confident Scheme.