Wealth Management Solutions, Investment Product Specialist - VP

JPMorgan Chase & Co.

is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries.

It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Portfolio Management Group (PMG) is the implementation engine for the Private Bank's discretionary investment business and manages more than $375 billion across more than 500,000 mandates, including individual client accounts, regulated funds (e.g.

UCIT's, 40 Act, etc.) and other co-mingled investment vehicles (e.g.

3C7 funds).

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.

The Vice President, Investment Product Specialist will:


* 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/changes 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.

Qualifications


* 7+ years of relevant experience in portfolio research, portfolio management, por...