Asset Management Product Strategy Associate

Aumni; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY is seeking a Product Strategy Associate to join the Asset Management Product Strategy and Development team.

You will collaborate with the Americas Product Strategy team on a range of deliverables, support competitive intelligence across asset classes, and help develop high‑impact product messaging and analytics for AM products and competitors. You will train client advisors, articulate product value propositions, and work with distribution, marketing and

Qualifications

• 3+ years’ experience in asset management with analytical work.
• Ability to present and communicate effectively.
• Strong quantitative and investment knowledge.
• Proficiency with MS Office and market data tools.
• Bachelor’s Degree required.

Responsibilities

• Coordinate team initiatives and develop cross-platform presentations for senior management.
• Develop proficiency in the AM product range, competitors, and industry trends.
• Collaborate with investment specialists and portfolio managers to develop product messaging and provide competitive intelligence.
• Train client advisors and articulate product value propositions with analytics.
• Input into product design and positioning strategies, and support new product initiatives.
• Collaborate on pricing reviews and preparation of materials for Product Steering Committees and Boards.
• Present competitive landscape during training calls and improve processes through automation.

Skills

Analytical skills

Communication

Team player

Project management

Problem solving

Education

Bachelor's Degree

Tools

Morningstar

Simfund

eVestment

Preqin

Firm AI suite

Job description

The Global Product Strategy and Development team helps manage and position JPMAM’s global investment product suite. As part of this broader group, the role of Product Strategy is responsible for providing timely competitive intelligence on flows, asset growth, product innovation and investment performance in order to uncover opportunities as well as inform and support the firm’s strategic agenda. The team works with product development, distribution, investment and marketing teams to position and differentiate AM’s investment product range in a way that aligns with market events and resonates with clients.

Job summary

As a Product Strategy Associate on the Asset Management Product Strategy and Development team you will collaborate with the Americas Product Strategy team across a variety of key deliverables and strategic initiatives. You will support competitive intelligence initiatives across asset classes and vehicle types. You will work closely with other members of Product Strategy as well as investment specialist teams to develop high-impact product messaging, socialize important product updates, and provide competitive industry intelligence. You will also collaborate with distribution and marketing teams to train client advisors, articulate product value propositions and provide relevant analytics on AM products and competitors from third parties.

Job responsibilities

• Work closely with Head of Americas Product Strategy to help coordinate team initiatives, contribute to the development of cross-platform presentations and analysis for senior management, help the team to execute on quarterly deliverables, and assist with cross-asset class initiatives as it relates to industry landscape and trends.
• Collaborate with asset class specialists on the Product Strategy team to develop a strong proficiency in the AM product range, competitors, and industry trends.
• Work with investment specialists and portfolio managers to understand products and capabilities, develop high-impact product messaging, socialize important product updates, and provide competitive intelligence.
• Collaborate with investment teams to train client advisors, articulate product value propositions and provide relevant analytics on AM products and competitors.
• Support new product initiatives by providing input into product design, analyzing the competitive landscape, and working with investment and marketing teams to position J.P. Morgan strategies.
• Partner with product development colleagues on broad product platform initiatives such as pricing reviews, competitive analysis, and preparation of materials for Product Steering Committees and Boards.
• Present competitive landscape at training calls and meetings with distribution and investment teams and streamline processes by leveraging technology to increase consistency and efficiency across the team and aid in automation of key deliverables.

Required qualifications, skills and capabilities

• 3+ years’ experience in the asset management industry, either distribution or investment focused, with comfort and experience doing in-depth analysis and presentations.
• Team player who is intellectually curious about the investment industry, has an ability to problem solve, and recognizes when to ask for assistance.
• Strong quantitative and analytical skills and investment knowledge with acute attention to detail.
• Strong communication skills and professionalism, both written and verbal.
• Project management and cross-organization collaboration skills, with the ability to execute in a timely manner while balancing competing priorities.
• Proficiency in MS Office (Excel & PowerPoint) and ability to develop aptitude with market data tools (Morningstar, Simfund, eVestment, Preqin) and firm AI suite.
• Bachelor’s Degree required

Preferred qualifications, skills and capabilities

• CFA or CAIA is a plus.

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.

The Product Strategy & Development team is hiring a Product Strategy Associate in New York, NY.