Asset & Wealth Management Strategy Associate

1 week ago

London, Greater London, United Kingdom JPMorgan Chase Bank, N.A. Full time

Job description
You have relevant consulting experience with a top-tier management consulting firm and strong client management and executive-level communication skills

AWM serves client groups globally through two businesses:

  • The Asset Management (AM) business serves institutional and retail clients
  • The Global Private Bank (GPB) business serves high net worth and ultrahigh net worth clients

Job responsibilities

  • Performing competitive and market sizing analyses, including profiling competitors' offerings / strategies and identifying factors driving growth or change in industry structure
  • Identifying and developing growth strategies, based on identifying customer segments, buying behaviors, and customer value propositions
  • Modeling business decisions, determining cost structures / drivers, and assessing financial impacts
  • Defining operating models and addressing related organizational design and client coverage segments
  • Managing or facilitating interLOB or intraLOB initiatives
  • Driving development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee offsites)

Required qualifications, capabilities, and skills

  • A hypothesisdriven mindset, combined with strong business intuition, creativity and tenacity, to develop business insights
  • Strong quantitative skills, particularly designing complex models in Excel
  • Ability to build consultative relationships with senior management, becoming a trusted partner
  • Ability to prepare clear and concise, welldesigned presentations in Powerpoint
  • Exceptional verbal and written communication and presentation skills; prior experience presenting to senior management
  • Exceptional interpersonal leadership and influencing skills, and ability to achieve goals without direct control over resources

Preferred qualifications, capabilities, and skills

  • Financial services background (especially asset & wealth management) preferred, but not mandatory
  • Relevant experience in consulting with a toptier management consulting firm or an internal consulting / corporate strategy team, or equivalent experience in asset & wealth management industry
  • Quantitative background preferred but not required
J.P.

Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.

Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.


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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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