Product Owner, Portfolio Manager Toolkit

Posted 23 Days Ago
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New York, NY
Hybrid
3-5 Years Experience
Financial Services
The Role
Product Owner for Portfolio Manager Toolkit at J.P. Morgan Asset & Wealth Management, responsible for shaping product innovation, driving value for customers, and guiding successful launches. Key responsibilities include owning the product vision, managing the product backlog, driving data quality testing, and setting motivating objectives for the team. Required qualifications include a graduate or post-graduate degree with 15 years of experience in Banking/Financial Services, hands-on product management experience, and familiarity with asset and wealth management within Multi-Asset Portfolio Solutions.
Summary Generated by Built In

Job Description
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
A s a Product Owner for Portfolio Manager Toolkit, you will be an integral part of the Multi-Asset Portfolio Solutions team, supporting the Portfolio Manager function through shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. The team is uniquely positioned working directly with the business and in many cases as an extension of the business. As Product Owners, you are responsible for driving the direction of the platform, maintaining a Product Cabinet, and prioritizing the decisions made for the platform. The Product work has substantial impact across the business / firm and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement, increasing reach for insights or other priorities as defined by management.
Job Responsibilities:

  • Own the product's vision and execute your strategy to realize it, while rigorously applying product best practices to stay abreast of the latest market and technology opportunities.
  • Complement a strong product intuition with data-informed evidence to actively manage the product backlog in an agile development environment. Critically evaluate data, information, ideas, and arguments when determining what should be built, and describe what is needed with well-written stories.
  • Drive data quality testing and improvement efforts across the platform. Distill insights from data across diverse users, business, and industry sources.
  • Set motivating objectives for the business and your team with well-designed OKRs that measure success by the business outcomes your product achieves.
  • Manage Area Product Owners and Business Analysts aligned to the product
  • Drive committed partnerships with your business stakeholders, Engineering, Design, and Product peers.


Required qualifications, capabilities, and skills:

  • Graduate / Post-Graduate, with a minimum of 15 years of experience in Banking / Financial Services; includes hands-on product manager with demonstratable experience in agile product practices throughout the product lifecycle and prior experience as a Portfolio Manager with ability to interface with Multi Asset Portfolio Managers
  • Asset and Wealth Management experience within Multi-Asset Portfolio Solutions with working knowledge of fund of funds business and a variety of investment products
  • Familiarity with Product ownership model including project planning, Jira story writing, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc.
  • High data literacy including data collection, synthesis, and translation of results into concrete actionable solutions.
  • Organized and effective execution - work independently, set, and manage expectations, model work ethic, proactively manage efforts across multiple teams, rigorously communicate.
  • Excellent documentation, analytical, and reasoning skills (e.g., adheres to best practices in meeting management, regularly completes tasks and conducts business with minimal supervision)
  • Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our platform.
  • Ability to thrive and drive change in fast paced, complex agenda.


Preferred qualifications, capabilities, and skills:

  • Prior experience as a Portfolio Manager is ideal
  • CFA is preferred
  • Certified Scrum Product Owner (CSPO) certification preferred
  • Familiarity with at least one programming language (i.e., Python or Java)


J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
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.

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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.

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