Wealth Management Solutions, Investment Product Specialist - VP

About the role

The PMG model portfolio team is responsible for managing multi- and single-asset class discretionary portfolios. Each of our investment solutions reflects our vast market resources, broad global reach and rigorous risk management process as part of a boutique investment offering within JPMorgan Wealth Management Solutions.

Responsibilities

• Own the design, implementation, and ongoing management of security-level model portfolios across a complex, diversified account base, accountable for outcomes versus benchmarks and risk parameters.
• Lead portfolio construction in partnership with the CIO and PMG Asset Class Specialist teams; translate top-down views into implementable models, trade lists, and rebalancing frameworks.
• Define and govern allocation and performance measurement frameworks; oversee attribution analysis and present drivers of returns and risk to senior forums and governance committees.
• Oversee trade monitoring, exceptions, and controls; sign off on releases/releases and ensure timely escalation and remediation where required.
• Serve as a senior point of contact to Investors, Portfolio Specialists, and Manager Solutions; clearly articulate the managed platform value proposition and handle complex stakeholder escalations.
• Drive audit and compliance readiness; coordinate materials for quarterly board meetings and support regulatory and internal review requests with audit-ready documentation.
• Maintain and enhance the control environment; ensure adherence to internal governance structures and risk management monitoring; lead issue management and sustainable fixes.
• Mentor and provide direction to Associates/Analysts; set priorities, review outputs, and foster an inclusive, high-performance culture.
• Partner with Technology and Data teams to enhance tooling and analytics; define requirements for automation, model scalability, and production data quality; lead UAT as needed.
• Contribute to platform roadmap and product development; evaluate new models, instruments, and implementation approaches to improve client outcomes and operational resiliency.

Requirements

• 7+ years of relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics within wealth or asset management; experience with model portfolios strongly preferred.
• Proven advanced Excel expertise; strong, demonstrated experience with Python or other scripting languages preferred.
• Demonstrated leadership in multi-stakeholder environments, including running governance routines and influencing senior stakeholders.
• Strong understanding of investments with the ability to convert insights into clear executive narratives and recommendations.
• 3–5+ years of hands-on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight.
• Post-graduate degree indicating strong quantitative and technical ability preferred.
• Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred.
• Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers.

Qualifications

• 7+ years of relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics within wealth or asset management; experience with model portfolios strongly preferred.
• Proven advanced Excel expertise; strong, demonstrated experience with Python or other scripting languages preferred.
• Demonstrated leadership in multi-stakeholder environments, including running governance routines and influencing senior stakeholders.
• Strong understanding of investments with the ability to convert insights into clear executive narratives and recommendations.
• 3–5+ years of hands-on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight.
• Post-graduate degree indicating strong quantitative and technical ability preferred.
• Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred.
• Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers.

Skills

• Advanced Excel expertise.
• Strong, demonstrated experience with Python or other scripting languages.
• Leadership in multi-stakeholder environments.
• Understanding of investments and ability to convert insights into clear executive narratives and recommendations.
• Data analytics experience.
• Post-graduate degree indicating strong quantitative and technical ability.
• Private Banking experience.
• CFA or FRM designation (or progress toward).
• Excellent written and verbal communication skills.

Benefits

Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Pay

Our total rewards package includes 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, awarded in recognition of individual achievements and contributions.

Schedule

We offer a competitive total rewards package including 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.