Digital Portfolio Platform Associate - Private Bank

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 80,000 - 100,000; Full time

Job summary

A global financial services firm is seeking a Digital Portfolio Construction and Analysis Product Associate to enhance its digital platform. The role involves collaboration with multiple teams to improve portfolio construction tools and provide support for advisors. Candidates should hold a Bachelor's degree and possess 3-5 years of experience in product management or financial services. Strong problem-solving and communication skills are vital for success in this position.

Qualifications

• 3–5 years of experience in product management or as part of a client-facing advisor team.
• Experience in financial services, wealth management, or Fintech preferred.
• Familiar with investment products and wealth management solutions.

Responsibilities

• Advance digital portfolio tools by collaborating with various teams.
• Provide support for advisors addressing platform issues.
• Develop business requirements and translate feedback into user stories.

Skills

Problem-solving

Communication

Organizational skills

Education

Bachelor’s degree in Business, Finance, Economics, Computer Science, or a related field

Job description

A global financial services firm is seeking a Digital Portfolio Construction and Analysis Product Associate to enhance its digital platform. The role involves collaboration with multiple teams to improve portfolio construction tools and provide support for advisors. Candidates should hold a Bachelor's degree and possess 3-5 years of experience in product management or financial services. Strong problem-solving and communication skills are vital for success in this position.