Wealth Management, Investment Solutions Product Development, Associate

JPMorgan Chase & Co.; City of Westminster; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking an Associate in Investment Solutions Product Development to lead key programs and support product development initiatives. Responsibilities include driving change management, collaborating with stakeholders, and managing deliverable timelines. Candidates should have experience in asset and wealth management, excellent communication skills, and proficiency in MS Office applications. Knowledge of Python and business intelligence tools is a plus. Join us to deliver high-quality investment solutions that meet client objectives.

Qualifications

• Experience in asset and wealth management with knowledge of mutual funds.
• Highly motivated self-starter who thrives in a collaborative environment.
• Detail-oriented with strong analytical and planning skills.

Responsibilities

• Lead change management initiatives for mutual funds and discretionary solutions.
• Take ownership of deliverables and manage project timelines.
• Coordinate meetings and document key actions.

Skills

Asset and wealth management

Mutual funds knowledge

Problem-solving

Analytical skills

Negotiation skills

Communication skills

Detail-oriented

Project management

Knowledge of Python

Familiarity with Tableau

Tools

MS Office (Excel, PowerPoint)

Business intelligence tools

Job description

Overview

As an Associate in Investment Solutions Product Development, you will lead and support key programs, workstreams and serve as a subject matter expert for Private Bank Solutions Product Development. You'll analyze and implement changes across product development, management, and regulatory initiatives, collaborating with stakeholders across regions. In this role, you will drive continuous improvement, manage deliverables, and support business and control partners to deliver high-quality investment solutions for clients.

Responsibilities

• Lead and independently drive change management initiatives for mutual funds and discretionary/non-discretionary solutions.
• Take ownership of deliverables, demonstrating initiative and problem-solving with a high degree of independence.
• Promote rigorous launch practices, including new business initiative approvals and risk identification.
• Drive continuous improvement by identifying opportunities to innovate and enhance product development and management processes.
• Conduct business analysis to address gaps and deliver solutions across the broader team.
• Develop and manage relationships with stakeholders across regions, collaborating with cross-functional teams.
• Coordinate meetings, document key actions and project steps, and manage deliverable timelines.
• Track project timelines and progress, reporting on key highlights, next steps, and issues.
• Provide support and information to Business and Control Partners, Operations, and Investment Teams.

Qualifications

• Experience in asset and wealth management, with knowledge of mutual funds and discretionary/non-discretionary solutions.
• Highly motivated proactive self-starter who acts with independence and thrives in a collaborative, matrixed environment.
• Entrepreneurial mindset, applying critical thinking and a logical, structured approach to diverse situations.
• Detail-oriented with strong analytical and planning skills.
• Proven ability to manage multiple initiatives and tasks simultaneously, delivering high-quality results within deadlines.
• Excellent communication, interpersonal, and negotiation skills, with the ability to manage stakeholders and explain complex concepts.
• Ability to adapt effectively to a rapidly changing business environment, providing structured recommendations to support decision making.
• Proficient in core MS Office applications (Excel, PowerPoint).
• Knowledge of AI, programming language tools (Python), and business intelligence tools (Tableau, Alteryx) is an advantage.
• Additional European language proficiency.

Company overview

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.