Product Delivery Manager- Wealth Management - Performance Analysis Group

JP Morgan Chase; New York (NY); On-site; USD 90,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Project Manager to drive end-to-end product delivery and manage cross-functional initiatives across asset and wealth management.

This role focuses on defining requirements, developing project plans, tracking progress, conducting testing, and supporting change management and training for business users.

Candidates should bring 5–7 years of experience and strong communication skills to influence stakeholders.

Qualifications

• 5–7 years of project management or product delivery experience in Asset or Wealth Management.
• Experience with performance measurement, portfolio analytics, attribution and ex-post risk analysis.
• Bachelor's degree from an accredited institution.
• Strong communication skills and ability to influence change.
• Basic knowledge of Python and Alteryx.
• Proficient in Microsoft Office (Excel, Visio, PowerPoint).

Responsibilities

• Drive strategic process improvement for the investment review process, focusing on analytics and automation to improve efficiency and accuracy.
• Partner with stakeholders to define requirements and translate needs into implementable solutions.
• Lead end-to-end product delivery and project management for investments performance applications with governance and status reporting.
• Own testing execution and quality: develop/test plans, oversee UAT and production testing, track defects and enhancements.
• Support change management and controls: document forms and assist with implementation.
• Enable business adoption: provide training and communications for users on new reporting applications.
• Deliver management reporting and analytics: maintain scorecards and perform ad hoc data analysis for senior management.

Skills

Project management

Stakeholder management

Communication

Team player

Change management

Education

Bachelor's degree

Tools

Python

Alteryx

Excel

Visio

PowerPoint

Job description

As a Project Manager, you'll participate in projects and provide support for various initiatives and any associated business transformation projects. You may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, configuration changes or system modifications. Through strong partnership with Business, Operations and Technology counterparts, you'll work on project deliverables. Primary areas of focus include defining requirements, developing project plan, track progress, communicating and managing stakeholders, creating use case & testing, and documenting changes.

• Drive strategic process improvement for the investment review process, focusing on enhanced performance analytics & automation to improve efficiency, accuracy, and time savings.
• Partner with stakeholders to define requirements: develop core business requirements, facilitate design working groups, and translate needs into implementable solutions.
• Lead end-to-end product delivery and project management for investments performance applications (milestones, governance, progress tracking, weekly status reporting to product cabinet and stakeholders).
• Own testing execution and quality: develop/maintain test plans and scripts; lead UAT and production testing; log/track defects and enhancements; drive design review sessions.
• Support change management and controls: document/evidence control forms and assist with implementation efforts.
• Enable business adoption: support training and communications for business users on new reporting applications and feature enhancements.
• Deliver management reporting and analytics: maintain scorecards and key metrics; perform ad hoc data research and analysis for senior management as needed.

• 5-7 years experience in Product Delivery or Project Management in Asset or Wealth Management team
• Experience with performance measurement and portfolio analytics including attribution, contribution, and ex-post risk analysis
• Bachelor's degree from an accredited institution required
• Team player that works well with others and can easily adapt to constant changing and dynamic environments
• Highly disciplined, self-motivated, and delivery-focused with ability to work independently
• Ability to positively influence change and maintain a positive change management environment
• Excellent verbal and written communication skills, including creation of slides for stakeholders
• Basic knowledge of Python and Alteryx
• Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint

ABOUT US

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

ABOUT THE TEAM

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.