In this position, you will play a pivotal role in advancing key projects. Your responsibilities will include conducting and managing detailed analyses, creating comprehensive presentations related to strategic planning, business enhancement, and optimization, and participating in various internal consulting initiatives. You will collaborate closely with more senior team members, conducting analysis and research, and working extensively with colleagues across Asset and Wealth Management, including investment professionals, distribution teams, and functional teams. This role offers you the opportunity to formulate and present recommendations to senior leadership and engage in regular interactions with senior management.
As an Associate on the Strategy & Business Development team, you will support mission-critical projects that range from developing growth strategies and assessing new market entry plans to implementing organizational restructurings, operational efficiencies, and pre and post-deal merger & acquisition projects. These projects are typically team-based and involve close collaboration with senior executives.
Your primary focus will be on our Asset Management business, which offers actively-managed, multi-asset investment management solutions across equities, fixed income, alternatives, and money market funds to institutional and retail investors, globally. J.P. Morgan Asset Management is a leading asset manager, with $4 trillion in assets under management (“AUM”) and ranks #1 in active net AUM flows. You may also have opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team based on your interests and availability.
**Job Responsibilities: **
- Perform competitive and market sizing analyses, including profiling competitors’ offerings / strategies and identifying factors driving growth or change in industry structure
- Identify and develop growth strategies based on identifying customer segments, buying behaviors, and customer value propositions
- Translate growth strategies into operational initiatives by modeling business decisions, determining cost structures / drivers, and assessing financial impacts
- Define operating models and address related organizational design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies
- Manage or facilitate inter-Line of Business or intra-Line of Business initiatives
- Drive development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites)
- Assess strategic rationale and drivers of value in potential mergers and acquisitions transactions
Required qualifications, capabilities and skills:
- 3+ years of experience in Strategy consulting with a top-tier management consulting firm, in internal consulting / on a corporate strategy team, in a front office asset or wealth management role (e.g., portfolio management, investment specialist, private banking), or experience working at an asset manager
- Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions
- Strong client management and executive-level communication skills
- Strong PowerPoint and Excel skills
- Open, collaborative, team-oriented operating style
- Bachelor's degree required
Preferred qualifications, capabilities and skills:
- Deep knowledge of financial services, especially asset management
- Basic level understanding of Artificial Intelligence / Large Language Models