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.
Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
The Wealth Management Investment Solutions Investment & Research Team manages the investment due diligence, governance, operational due diligence, and research and technology efforts for Wealth Management discretionary assets. The Investment & Research Team comprises individuals in New York, London, Geneva, Brazil, and Mexico and is highly collaborative across teams and regions.
This position is a VP on the Investment & Research Team and is to focus on being the Subject Matter Expert of WMs Investment Product Risk Ranking framework. The Product Risk Ranking (PRR) model is used by advisors to make suitable investment product recommendations to clients. WM Investment Solutions is responsible for applying and implementing the PRR Model to all of its investment products. In this role, the subject matter expert will partner across different functions (Investment Solutions, Business Management, SM, Risk and Control) to ensure that operating models, procedures, RCSAs and governance is working properly, by critically looking across functions/products and influencing decisions accordingly.
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