Apply Now    

Wealth Management – Investments Business Management – Associate

Req #: 180024978
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)
J.P. Morgan Chase is a global leader in financial services, working across the globe to deliver the best solutions and advice to meet our clients’ needs. We operate in 100 countries, and hold leadership positions across our different lines of business. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world – and why we can offer you an outstanding career.
About Wealth Management: With more than 160 years of experience, J.P. Morgan Wealth Management 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. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Wealth Management is involved with every facet of wealth management, including investments, liquidity and credit management, tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.
Overview: The individual in this role will become an integral member of Investments Business Management supporting Investment Solutions, a business with nearly 700 professionals spread across offices around the globe. This individual will work closely with the Global Head of Investments and the Investment Solutions Leadership Team in managing the business.
Responsibilities may include – but are not limited to – developing and prioritizing investment solutions for clients across channels globally, close partnership with our risk and control partners, driving business presentations for the firm’s Operating Committee and internal communications. Partnership with colleagues across Investment Solutions, Wealth Management and J.P. Morgan Chase broadly will be critical to success in this role.
Role and Responsibilities:
  • Support the Global Head of Investments and the Investment Solutions Leadership Team in all aspects of the business ranging from the management of the day-to-day, to the execution of strategic initiatives
  • Partner across Asset Class Leaders, Portfolio Managers, Due Diligence, Investment Team Leaders and Operating Committee Members – across all client channels – on various business priorities
  • Meet key deliverable and milestone deadlines
  • Measure results via business, client, and team impact
  • Navigate and facilitate information flow/messaging between teams
  • Present business proposals and conduct checkpoints with Senior Management for review and approval
  • Represent Investment Solutions’ interests and priorities in key decision making forums
  • Develop a detailed understanding of current-state processes and procedures, identify weaknesses, gaps and opportunities for improvement
  • Understand, define, and prioritize business needs in the context of short- and long-term objectives
  • Ability to execute within demanding deadlines, and manage multiple projects concurrently
  • Proactive, accountable, and detail-oriented work ethic
  • Organized and comprehensive project management approach 
  • Thrive working in a fast-paced and demanding environment
  • Confidence and skill to both develop and recommend solutions to business leaders
  • Ability to quickly analyze business practices to identify risk and develop innovative solutions
  • Strong written and verbal communication skills to interface globally with all levels of the organization
  • Superior judgment and discretion working with both confidential and sensitive information
  • Agile team player with the ability to work with diverse working styles on projects and coordinate resources effectively, and can maintain a positive attitude and high level of performance on high profile/time-sensitive initiatives
  • At least 3-5 years of experience in the wealth management/asset management industry or in a project or business management role
  • Broad understanding of J.P. Morgan Asset & Wealth Management, and Wealth Management, specifically
  • Experience with and in-depth knowledge of equities, fixed income, currencies, commodities, structured notes, and/or alternatives
  • Experience with distributing complex investment solutions to affluent or high net worth individuals and/or families
  • Experience with the global regulatory initiatives and trading or trading infrastructure
  • Strong proficiency with PowerPoint slide creation and intermediate excel modeling required
  • Excellent analytical and logical thinking to understand and analyze complex business processes
  • Strong organizational and prioritization skills, detail oriented and strong interpersonal skills
  • Proven track record of delivering projects, complex products and/or new business initiatives
  • Ability to manage complexity, juggle multiple projects and deliver solutions to a tight deadline
  • Demonstrated ability in dealing with different stakeholder groups and driving the agenda
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.