Private Bank Digital Portfolio Construction and Analysis Product Associate
Company: JPMorganChase
Location: Jersey City
Posted on: April 3, 2026
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Job Description:
Description About J.P. Morgan : J.P. Morgan is a global leader
in financial services, committed to delivering exceptional
solutions and advice to meet our clients' needs worldwide.
Operating in 100 countries, we hold leadership positions across
various lines of business. Our team of dedicated employees strives
to do the right thing for our clients and the firm, making us the
most respected financial institution globally and offering
outstanding career opportunities. About US Private Bank (USPB):
With over 160 years of experience, J.P. Morgan Private Bank
provides top-tier advice, service, capabilities, and products to
affluent individuals and families globally. We offer highly
customized and comprehensive solutions to address the complexities
our clients face, leveraging our extensive product offerings. Our
business model emphasizes deep client relationships through an
integrated team structure with a platform of both depth and
breadth. About the platform: The Private Bank’s digital portfolio
construction and analysis platform empowers JPMorgan advisors to
efficiently build, analyze, propose, and implement investment
portfolios for clients and prospects. Integrating financial
planning, asset aggregation, advanced portfolio and risk analytics,
tax optimization, and proposal capabilities, the platform supports
personalized investment strategies and seamless portfolio
management as a core part of the advisor digital ecosystem. Job
Description: The Private Bank Digital Portfolio Construction and
Analysis Product Associate will focus on the execution and
enhancement of our digital portfolio construction and analysis
platform. This role requires a proactive individual with a
foundational understanding of investment portfolio management,
capable of supporting product execution to deliver value to our
advisors and clients. The Associate will partner closely with
Advisors, Product Managers, Design, Technology, Solutions, and
cross-line of business partners. Core Responsibilities: Execution
and Support Advance digital portfolio tools by partnering with
Advisors, Product Managers, Design, Technology, Solutions, and
Analytics to enhance portfolio construction and analysis
capabilities. Provide support for advisors by addressing platform
issues, questions, and feedback to ensure a seamless user
experience. Support product initiatives from concept through
delivery, ensuring alignment with business objectives. Collaborate
with cross-functional teams to integrate enhancements through agile
development. Product Development and Management Develop and refine
business requirements, translating feedback and research into
actionable user stories. Support the product lifecycle, including
user research, design, development, testing, and launch. Analyze
product performance metrics and contribute to continuous
improvement. Stakeholder Engagement Build strong relationships with
key stakeholders and communicate product updates and execution
plans. Gather and organize feedback from advisors and partners to
identify improvement opportunities. Participate in requirements
gathering and roadmap strategy sessions. Qualifications &
Experience Bachelor’s degree in Business, Finance, Economics,
Computer Science, or a related field. 3–5 years of experience in
product management, project management, or as part of a
client-facing advisor team; experience in financial services,
wealth management, or Fintech preferred. Familiarity with
investment products and wealth management solutions (e.g.,
separately managed accounts, alternative investments). Familiarity
with user journeys and agile methodology. Strong problem-solving,
communication, and organizational skills. Proven ability to deliver
results and drive initiatives to execution.
Keywords: JPMorganChase, North Bergen , Private Bank Digital Portfolio Construction and Analysis Product Associate, Accounting, Auditing , Jersey City, New Jersey
