Job Description

Join our dynamic team as an Investment Strategy Support Associate Sr, where you will play a pivotal role in shaping the future of the J.P. Morgan Private Bank advisory offering. Leverage your expertise in portfolio analytics and collaborate with top-tier professionals to drive innovation and excellence.


As an Investment Strategy Support Associate in Wealth Management Solutions team, you will become an SME of a digital client advisory investment and reporting platform that is used for portfolio construction and analysis. You will support the investment analytics product roadmap, through supporting the future of product innovation as a core leader, driving value for our clients, and guiding successful launches. .

Job Responsibilities:

Lead the investment analytics roadmap to enhance portfolio analytics capabilities and drive end-to-end agenda. Collect feedback from advisers, product specialists and senior business stakeholders on platform supported portfolio analytics improvements ideas. Become a platform SME on the methodology for the calculation of risk and exposure investment analytics, drive feasibility analysis and finalize the scope of requirements. Maintain a roadmap and pipeline of analytics enhancements. Write effective JIRAs and direct Tech efforts to deliver on that roadmap. Monitor progress and deliver changes incrementally following an Agile framework. Mentor junior team members and foster a collaborative team environment.

Required Qualifications, Capabilities, and Skills:

7+ years of experience in portfolio analytics-related roles driving end-to-end agenda. Advanced knowledge of equity, fixed income, and alternative markets and investment products. Proficiency in Python and a smart programming mindset to solve tactical problems. Familiarity with the Product Ownership model and Agile Development, including project planning, Jira story writing, requirements management (elicitation, documentation, prioritization, etc.), process design, procedure authoring, capacity sizing, etc. Organized and effective execution - work independently, set and manage expectations, and proactively manage efforts across multiple teams with effective communication. Strong written and verbal communication skills.

Preferred Qualifications, Capabilities, and Skills:

CFA, FRM, or MBA in Finance. Experience in Product ownership or product delivery Experience developing best practices and standards in the context of investment analytics for private banking and wealth management * Familiarity with Jira, Confluence, Bloomberg, Factset, and MS Office.