Wealth Management - Funds Product Development Associate
Wealth Management - Funds Product Development Associate

Wealth Management - Funds Product Development Associate

London Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage the entire product life cycle of mutual funds and drive new investment product launches.
  • Company: Morgan Asset & Wealth Management is a global leader in financial services, offering top-tier investment solutions.
  • Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration across global teams.
  • Why this job: Join a team that fosters innovation and strategic thinking while making a real impact in wealth management.
  • Qualifications: Relevant experience in asset or wealth management; strong analytical, negotiation, and communication skills required.
  • Other info: Fluency in additional European languages and knowledge of programming tools are advantageous.

The predicted salary is between 36000 - 60000 Β£ per year.

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.

Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

The WM Solutions Product Development team is responsible for leading the structuring and product development of pooled investment solutions for the International Private Bank (IPB). Covering EMEA, Latin America and Asia, the team leads new fund launches and manages change to the product palette as a result of business, commercial or regulatory developments. This includes everything from idea generation and product innovation through to leading fund launches and managing the product pipeline. In addition, the team plays a key role in the governance, management, and ongoing oversight of proprietary funds.

Job Responsibilities:

  • The role includes responsibility for the entire product life cycle of proprietary mutual funds. This includes driving the process for launching investment products in line with business priorities and in coordination with key stakeholders.
  • The role involves a high degree of interaction with our different functional partners such as Portfolio Managers, Portfolio Specialists, Advisers, Legal, Risk, Tax, Compliance and Middle Office.
  • Building and maintaining relationships with Morgan affiliates, third party management companies, and the fund industry in general is also key to the role.
  • Act as a subject matter expert on product initiatives, helping to identify gaps and develop innovative solutions across multiple stakeholder groups.
  • Work across asset classes to scope product ideas and enhancements / changes to existing funds.
  • Partner with financial counterparties to negotiate business terms, legal agreements, and the launch of investment solutions.
  • Lead new product development initiatives based on pipeline priorities.
  • Support the implementation of effective processes for new product launches.
  • Manage core IPB relationships with product stakeholders across regions and functions.
  • Coordinate with Legal, Risk, Compliance, Operations, and Investment teams to develop legal agreements, marketing material and fund documentation.
  • Provide assistance and information to investment advisers, control functions and portfolio managers relating to product development.
  • Assist with management & oversight of due diligence from third party management companies.
  • Monitor and be aware of industry trends impacting the product offering.

Required Qualifications, Capabilities and Skills:

  • Relevant experience in the asset or wealth management industry required.
  • Highly motivated team player with proven problem-solving ability; act with independence and coordinate with team and stakeholders.
  • Strong multi-tasking, highly structured and organized skills.
  • Ability to work in a highly collaborative environment and build lasting relationships with people of various seniority.
  • Detail-oriented with strong analytical and planning skills.
  • Excellent negotiation and presentation skills; strong communication, interpersonal and stakeholder management skills.
  • Highly competent with core MS Office applications.

Preferred Qualifications, Capabilities and Skills:

  • Additional European languages of benefit – Italian, French, German or Spanish.
  • Knowledge of programming language tools (Python) and business intelligent tools (Tableau, Alteryx) an advantage.

Wealth Management - Funds Product Development Associate employer: Jpmorgan Chase & Co.

Morgan Asset & Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from comprehensive professional development opportunities, a strong emphasis on teamwork, and the chance to engage with a diverse range of stakeholders across the globe. With a commitment to building long-term partnerships and a culture that values integrity and excellence, Morgan provides a rewarding career path for those looking to make a meaningful impact in the wealth management sector.
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Contact Detail:

Jpmorgan Chase & Co. Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Wealth Management - Funds Product Development Associate

✨Tip Number 1

Network with professionals in the wealth management and asset management sectors. Attend industry events, webinars, or local meetups to connect with individuals who work at Morgan or similar firms. Building these relationships can provide you with insider knowledge and potentially a referral.

✨Tip Number 2

Stay updated on the latest trends in investment products and regulatory changes within the financial services industry. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the company.

✨Tip Number 3

Familiarise yourself with the specific products and services offered by Morgan Asset & Wealth Management. Understanding their product offerings and how they differentiate themselves in the market can give you an edge during discussions with interviewers.

✨Tip Number 4

Prepare to discuss your experience with cross-functional collaboration. Since the role involves working with various stakeholders, be ready to share examples of how you've successfully navigated complex team dynamics in previous positions.

We think you need these skills to ace Wealth Management - Funds Product Development Associate

Product Development
Asset Management Knowledge
Wealth Management Expertise
Stakeholder Management
Negotiation Skills
Analytical Skills
Project Management
Attention to Detail
Communication Skills
Interpersonal Skills
Multi-tasking
Organisational Skills
Collaboration Skills
Problem-Solving Skills
Knowledge of Regulatory Compliance
MS Office Proficiency
Industry Trend Awareness
Presentation Skills
Relationship Building

Some tips for your application 🫑

Understand the Role: Before applying, make sure to thoroughly read the job description for the Wealth Management - Funds Product Development Associate position. Understand the responsibilities and required qualifications to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasise any relevant experience you have in asset or wealth management. Be specific about your roles and achievements that align with the responsibilities mentioned in the job description.

Showcase Your Skills: Make sure to highlight your problem-solving abilities, organisational skills, and experience in a collaborative environment. Use examples from your past work to demonstrate these skills effectively.

Tailor Your Application: Customise your CV and cover letter for this specific role. Use keywords from the job description to ensure your application stands out and aligns with what the company is looking for.

How to prepare for a job interview at Jpmorgan Chase & Co.

✨Understand the Product Life Cycle

Familiarise yourself with the entire product life cycle of mutual funds. Be prepared to discuss how you would drive the process for launching investment products and coordinate with various stakeholders.

✨Showcase Your Relationship-Building Skills

Highlight your ability to build and maintain relationships with different functional partners. Prepare examples of how you've successfully collaborated with teams in previous roles, especially in a financial context.

✨Demonstrate Analytical Skills

Be ready to showcase your analytical and planning skills. You might be asked to analyse market trends or product performance, so think of relevant experiences where you've used data to inform decisions.

✨Prepare for Negotiation Scenarios

Since negotiation is key in this role, prepare for potential scenarios where you might need to negotiate business terms or legal agreements. Think about your approach and any past experiences that demonstrate your negotiation skills.

Wealth Management - Funds Product Development Associate
Jpmorgan Chase & Co.
Location: London
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  • Wealth Management - Funds Product Development Associate

    London
    Full-Time
    36000 - 60000 Β£ / year (est.)
  • J

    Jpmorgan Chase & Co.

    250,000+
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