At a Glance
- Tasks: Drive product development for innovative investment solutions in a dynamic team.
- Company: Join J.P. Morgan, a global leader in financial services with a focus on diversity.
- Benefits: Gain valuable experience, competitive salary, and opportunities for career growth.
- Other info: Exciting mobility opportunities within a diverse and inclusive environment.
- Why this job: Make an impact in the investment world while collaborating with top professionals.
- Qualifications: Proactive team player with strong analytical skills and a client-focused mindset.
The predicted salary is between 50000 - 70000 £ per year.
Our Team
Investment management products and services are a core offering within J.P. Morgan Private Banking. We offer the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds. These strategies are delivered to clients in a variety of structures, including discretionary and advisory portfolios and regulated fund wrappers.
The Discretionary and Advisory Product Development team is focused on delivering high impact, discretionary and advisory solutions for the International Private Bank (IPB) business (covering EMEA, Latin America and Asia). The IPB discretionary and advisory product offering consists of over $100 billion in assets under management, with future growth anticipated.
An exciting opportunity has arisen as part of the IPB Discretionary and Advisory Product Development team for an Analyst to drive the product development and management activities of the team. The role will be based in London.
Job Responsibilities
- Support new investment product development and the build out of new investment capabilities for the IPB discretionary and advisory offering, with a focus on both public and private markets.
- Define, document and track initiative timelines and progress including organising meetings, reporting on key highlights, decisions, next steps and issues.
- Coordinate across multi-jurisdictional Legal, Risk, Compliance, Digital, Technology, Operations, and Investment teams ensuring initiatives are delivered successfully and on schedule.
- Actively support ongoing enhancements to the client and advisor experience of the IPB discretionary and advisory offering with a focus on building a differentiated and scalable business.
- Assist with delivery of strategic business and regulatory initiatives.
- Make recommendations to improve and re-engineer existing product practices and processes.
- Stay ahead of industry trends, ensuring our investment offerings remain at the forefront of the market.
This position is based in London, is open-ended and offers excellent future mobility opportunities into other areas of our business.
Required Qualifications, Capabilities and Skills
- Proactive, highly motivated team player who thrives in a collaborative environment and drives results.
- An entrepreneurial mindset with a client-focus that is able to think critically and achieve optimal outcomes across a variety of situations.
- Highly detail-oriented with strong analytical and planning skills and with ability to lead multiple initiatives at once.
- Exceptional communication skills, with proven ability to engage, build consensus, and foster lasting relationships with stakeholders at all levels.
- Highly competent with core MS Office applications.
Preferred Qualifications, Capabilities and Skills
- Experience in financial services would be beneficial, preferably in wealth management, asset management or consulting.
- Experience in designing and developing digitally enabled investment solutions.
- CFA qualified / candidate preferred.
- Knowledge of programming language tools (e.g. Python) an advantage.
About Us
J.P. 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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
About the Team
J.P. 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.
Discretionary and Advisory Product Development - Analyst employer: CFA Institute
J.P. Morgan is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from extensive growth opportunities within a global leader in financial services, supported by a strong commitment to diversity and inclusion. The company fosters a culture of excellence, empowering team members to drive impactful investment solutions while enjoying a comprehensive benefits package that enhances both professional and personal well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Discretionary and Advisory Product Development - Analyst
✨Tip Number 1
Network like a pro! Reach out to folks in the investment management space, especially those connected to J.P. Morgan. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by diving deep into current market trends and J.P. Morgan's recent initiatives. Show us you’re not just another candidate; demonstrate your passion for the industry and how you can contribute to our team.
✨Tip Number 3
Practice your communication skills! You’ll need to engage with various stakeholders, so being able to articulate your thoughts clearly is key. Consider mock interviews or even casual chats with friends to sharpen those skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at J.P. Morgan.
We think you need these skills to ace Discretionary and Advisory Product Development - Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Analyst in Discretionary and Advisory Product Development. Highlight relevant experience in investment management, product development, or financial services that aligns with what we’re looking for.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills can contribute to our team. Be sure to mention any specific projects or experiences that demonstrate your analytical and planning skills.
Showcase Your Communication Skills:Since exceptional communication is key for this role, make sure your application reflects your ability to engage and build consensus. Use clear and concise language, and don’t shy away from showcasing any relevant stakeholder engagement experiences.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our London office!
How to prepare for a job interview at CFA Institute
✨Know Your Products
Before the interview, dive deep into J.P. Morgan's investment management products and services. Familiarise yourself with their discretionary and advisory offerings, especially in public and private markets. This knowledge will help you demonstrate your understanding of the role and how you can contribute to product development.
✨Showcase Your Analytical Skills
As an Analyst, strong analytical skills are crucial. Prepare examples from your past experiences where you've successfully analysed data or developed strategies. Be ready to discuss how you can apply these skills to track initiative timelines and enhance client experiences.
✨Communicate Effectively
Exceptional communication is key in this role. Practice articulating your thoughts clearly and concisely. Think about how you can engage stakeholders and build consensus, as this will be a significant part of your responsibilities in coordinating across various teams.
✨Stay Ahead of Industry Trends
Research current trends in investment management and be prepared to discuss how they might impact J.P. Morgan's offerings. Showing that you're proactive and knowledgeable about the industry will highlight your entrepreneurial mindset and client-focused approach.
