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

As a Sr. Associate, Investment Product Analyst within the J.P. Morgan Wealth Management team, you will play a crucial role in supporting Private Client Advisors (PCAs) from the home office. This position involves becoming a subject matter expert on investment strategies, answering strategy-specific questions, coaching advisors, and supporting various initiatives and projects within the CWM Investments & Advice team.

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.
• Actively stay educated on new product rollouts on a timely basis to support the field introduction.
• Provide 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.
• Manage 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 business lines and key support functions
• A self-starter with exceptional verbal and written communication skills
• Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching