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/Associate, 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
- 5-7+ 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.
We offer a competitive total rewards package including 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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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.
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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- 7+ years relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics
- Experience with model portfolios
- Advanced Excel expertise
- Experience with Python or other scripting languages
- 3-5+ years of hands-on data analytics experience
- Post-graduate degree indicating strong quantitative and technical ability
- CFA or FRM designation or progress toward one
- Private Banking experience
- Demonstrated leadership in multi-stakeholder environments and governance routines
- Strong understanding of investments and ability to translate insights into executive recommendations
- Excellent written and verbal communication skills
- Ability to build and maintain analytical processes supporting portfolio oversight
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
-
Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
-
Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
-
Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
