J.P. Morgan Wealth Management - Sr. Associate, Investment Product Analyst

JPMorgan Chase - Jersey City, NJ

Full-time - Mid Level

Jersey City, NJ

1,001-5,000 employees

Credit Intermediation and Related Activities

About the position

The Sr. Associate, Investment Product Analyst at J.P. Morgan Wealth Management plays a crucial role in supporting Private Client Advisors (PCAs) and various initiatives of the CWM Investments & Advice team. This position requires becoming a subject matter expert on investment strategies, providing product expertise, coaching advisors, and managing communications effectively. The role involves collaboration on new product launches, maintaining advisor resources, and reporting to senior management.

Responsibilities

• Provide product expertise on available investment strategies; Develop and prepare management level presentations in support of product strategy
• Coach advisors on available investment products and how they fit within an overall portfolio
• Stay abreast of JPMorgan's investment views, including specific asset classes and core managed strategies
• Manage incoming mailbox in an expedient manner with accuracy and respond to inbound calls from advisors and sales assistants
• Support in-field regional Investment and Advice Specialists and proactively assist in campaigns
• Understand and explain portfolio performance and attributes
• Assist and coordinate with CWM I&A Team for new product launches
• Responsible for being educated on new product rollouts on a timely basis to support the field introduction
• Thought leadership support including: Proofreading JPMorgan market commentary for content and Chase Wealth Management commentary for appropriateness
• Update and maintain advisor resources including material on the CWM intranet, equity and fixed income portfolio analyses
• Responsible for periodic reporting, including providing product or focused initiative updates to senior management and/or product partners.

Requirements

• Bachelor's Degree
• At least 3 years of experience in the financial services industry with SIE licenses 7 and 66
• Proficient to advanced experience with Excel, PowerPoint and Word
• Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions
• A self-starter with exceptional verbal and written communication skills
• Strong organizational skills