AWM_Global Finance and Business Management_Generic_Global_JPMC

Within Investment Solutions, the Managed Solutions Team is responsible for managing discretionary investment strategies and performing manager due diligence for clients across J.P. Morgan Wealth Management ("WM"). Discretionary investment offerings include multi-asset, single asset class and alternative strategies offered through individual accounts and private and registered funds. The Managed Solutions Business Management Team supports senior management in the Managed Solutions organization within WM Investment Solutions to manage and execute key initiatives.

Role Description:

The Managed Solutions Business Manager, Analyst, will be involved with the strategic planning and execution of high impact initiatives, as well as supporting day-to-day organizational management for the Global Head of Multi Asset and Portfolio Solutions, within Investment Solutions.

This role will work in close partnership with Managed Solutions Leadership, Client facing teams, Finance, Product Development, Marketing, Controls Management, Internal Audit, Legal, Risk, Compliance and Operations across multiple entities and jurisdictions.

Specific responsibilities include:

• Support the Global Head of Multi-Asset and Portfolio Solutions (who oversees the Chief Investment Office, Manager Selection / Due Diligence, Specialized Strategies and Institutional Portfolio Solutions teams) in driving strategic analyses/initiatives, preparing for speaking engagements and key meetings, reviewing of materials from business partners, and coordinating various communication efforts
• Manage strategic business initiatives to drive innovation and transformation across the managed solutions platform ranging from investment performance, product development, due diligence, execution, governance, and client experience
• Assist Senior Management and teams across Multi-Asset and Portfolio Solutions in all aspects of the platform ranging from strategic priorities to day-to-day challenges
• Present business proposals and conduct checkpoints with Senior Management for review and approval
• Develop a detailed understanding of current-state processes and identify opportunities for improvement and drive initiatives; develop and maintain a deep understanding of our product offering and associated control processes
• Represent Managed Solutions interests and priorities in key decision making forums
• Help Multi-Asset and Portfolio Solutions teams measure results via business and team impact; track and meet key deliverable/milestone deadlines
• Establish and participate in working groups to help implement key initiatives and address day-to-day issues, requiring effective partnership with the following groups: Investments; Legal; Compliance; Technology; Operations; Middle Office; Risk Management; Marketing; Finance; and Human Resources
• Provide tactical team support, e.g., procedure updates, presentations and reporting for senior management, tracking of business and team deliverables/milestone deadlines
• Identify key business risks on the platform and drive resolution of mitigating controls; influence and implement changes to enhance control design and operating model across the business
  Attributes:
  
• Ability to execute within a fast-paced and demanding environment, while managing multiple projects concurrently
• Highly organized, detail-oriented, and comprehensive project management approach
• Proactive, accountable, highly-motivated; strong work ethic
• Strong initiative, energy and confidence completing projects with limited supervision
• Ability to quickly analyze business practices to identify risk and develop innovative solutions
• Confidence and skill to think strategically, develop solutions, and present recommendations to business leaders
• Strong written and verbal communication skills to interface globally with all levels of the organization; poise giving presentations
• Superior judgment and discretion working with both confidential and sensitive information
• Agile team player with the ability to work with diverse working styles on projects and coordinate resources effectively
  Qualifications
  
• Master’s degree in Business, Finance, Economics, or other related area
• 2 to 3 years’ experience in Banking / Wealth Management with knowledge of related products preferred
• Genuine interest in financial markets, investments and macro-level economic trends
• Working knowledge of investment products and/or capital markets is preferred
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables) and knowledge in applications like Tableau, Alteryx, Python preferred
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Excellent written and oral communication skills
• Strong time management and prioritization skills

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.