SAVE Investment Solutions Associate Wealth management solutions
Mumbai, Maharashtra
views
Accounting - Finance
#221294
Remote / WFH
Job Description
About J.P. Morgan . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking . About Wealth Management With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. About Investment Solutions Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. About the Solutions Product Development Team Our team designs and implements managed solutions across Wealth Management. This involves building, maintaining and developing strong relationships with both internal and external investment managers and internal corporate partners (e.g. trading specialists, corporate lawyers, tax specialists, compliance and risk management) to deliver active and passive investment solutions to Wealth Management. Among its core activities and in partnership with internal stakeholders, the team leads proactive conversations with internal and external investment managers to ensure Wealth Management's investment platform needs are fulfilled. The process requires: leading structured reviews of legal distribution agreements, leading the coordination work with internal corporate partners to ensure the tradability of selected vehicles onto J.P. Morgan systems, and consulting with internal partners on the implementation of changes to product features such as benchmarks, guidelines etc. Role Overview An exciting opportunity has arisen as part of the Product Development group for an Analyst to support the product management activities of the Global Core, Advisory and Funds Product Development team. Key Responsibilities: Support the team for tasks relating to the product management cycle: on-boarding of active, passive investment funds and ETFs, based on business priorities implementation of product benchmark, guideline and fee changes to our investment products Manage relationships with product stakeholders across regions and functions provide assistance and information to business partners, operations, control teams and portfolio managers relating to product management Lead projects relating to the product including those driven by business and regulation track progress made against project timeline and proactively report periodically on key highlights, next steps and issues Maintain and proactively recommend enhancements to ongoing product MIS Coordinate across the diverse perspectives of Legal, Risk, Compliance, Operations and Investment teams to deliver product management initiatives Proactively recommend enhancements to product features, client experience and processes Organise calls, document minutes & project steps, ensuring effective timing and sequencing of deliverables to meet tight deadlines Track project timelines and progress including reporting on key highlights, next steps and issues Essential Skills & Experience: The ideal applicant would have broad knowledge of discretionary products: Understands managed products such as mutual funds, EU domiciled regulated mutual funds (UCITS), ETFs, separately managed accounts and