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Asset Management - GWM - Managed Solutions - Business Manager Analyst/Associate - New York

Job Description

J.P. Morgan Global Wealth Management

Investments Business Management - Managed Solutions - Analyst/Associate


About Global Wealth Management: With more than 160 years of experience, the J.P. Morgan Private Bank 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 the Private Bank’s products and solutions. The Private Bank 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: Global Wealth Management Investments Business Management works with Asset Class Leaders and Investment Team Leaders to manage and execute initiatives across the Private Bank. The group partners with Legal, Compliance, and Risk to define and implement solutions to comply with new regulations and business requirements across multiple entities and jurisdictions.


Job Description: The individual in this role will be aligned to the Managed Solutions & Strategy (MS&S) group within GWM, focusing on the continued success and innovation of the business. Initiatives will relate to diverse subject matter, including idea generation, product development, portfolio management and portfolio management systems, sales management and the investment control agenda. Success will require working collaboratively with senior stakeholders across the business and control functions with a critical eye for problem solving. Responsibilities will inevitably extend from areas mentioned into others.


Role and Responsibilities:

  • Work with Senior Management and teams across the Private Bank, including Portfolio Specialists, Asset Class Specialists, MSS investments professionals, Investment Team Leaders, and Operating Committee Members, to drive forward business priorities
  • Develop a detailed understanding of current-state processes and procedures, identify weaknesses, gaps and opportunities for improvement
  • Present business proposals and conduct checkpoints with Senior Management for review and approval
  • Meet key deliverable/milestone deadlines
  • Establish and lead working groups, requiring effective partnership with the following groups: Investments; Legal; Compliance; Technology; Operations; Product & Platform; Risk Management; Marketing; Finance; and Human Resources
  • Measure results via business, client, and team impact
  • Proactively propose new ideas on both process improvement as well as business innovation


  • Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent projects
  • Proactive, accountable, and assertive; strong work ethic
  • Organized, detail-oriented, and comprehensive project management approach 
  • Confidence and skill to think strategically, develop solutions, and present recommendations to business leaders
  • Ability to quickly analyze business practices to identify risk and develop innovative solutions
  • Excellent written and verbal communication skills with ability to articulate complex concepts in a clear and concise manner
  • Strong proficiency with PowerPoint slide creation and intermediate excel modeling required
  • 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


  • 3-6 years of experience in business management, financial services, or a related field
  • Experience working with Multi-asset class investments and investment vehicles
  • Working knowledge of capital markets
  • Experience with the global regulatory initiatives are a plus, but not required
  • Proven track record of delivering projects, complex product and/or new business initiatives
  • Broad understanding of JPMorgan Asset Management, and Global Wealth Management specifically

Req #: 150101552
Location: New York, NY US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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