Associate - Investment Solutions and Fund Product Development

Associate, Investment Solutions, Funds Product Development

Join the WM Solutions Product Development team and help shape pooled investment solutions for the International Private Bank across EMEA, Latin America, and Asia. Lead governance frameworks, due diligence processes, and fund structures while collaborating with Portfolio Managers, Legal, Risk, Tax, Compliance, and Middle Office partners. Be based in Mumbai at Nirlon Knowledge Park, where your expertise drives fund innovation, regulatory alignment, and operational excellence.

Job Summary
As an Associate within the WM Solutions Product Development team, you oversee governance frameworks and due diligence processes across fund structures for the International Private Bank. You collaborate with internal committees, oversight teams, and functional partners to ensure robust governance standards aligned with regulatory requirements. You contribute to fund launches, product pipeline management, and ongoing oversight of proprietary funds across global markets.

 

Job Responsibilities:

• Own due diligence reviews for third-party management companies, ensuring ongoing compliance and performance standards are upheld.
• Create governance reports presented to senior management, internal committees, and fund boards, ensuring accuracy, timeliness, and regulatory alignment.
• Provide subject matter expertise on product initiatives, while identifying gaps and developing innovative solutions to improve service delivery.
• Produce quarterly KPI reports for management companies, ensuring performance is consistently tracked against agreed benchmarks. 
• Implement technology and digital solutions to automate and streamline governance workflows, driving operational efficiency and process improvement.
• Manage advisor queries, ensuring timely and accurate responses while maintaining effective support for control functions and portfolio managers.
• Monitor and assess emerging industry trends and market developments.

 

Required Qualifications, capabilities and skills:

• 4 years plus experience 
• Demonstrated experience in the financial services industry, for candidates with a background in wealth or asset management.
• Proven experience as a collaborative team member, with the ability to contribute to, support, and help develop a high-performing team.
• Demonstrated ability to support and execute new processes, frameworks, and operating models.
• Proven expertise in preparing high-quality reports for senior stakeholders and board-level audiences.
• Project management proficiency demonstrating ability to identify gaps and develop innovative solutions across multiple stakeholder groups.  
• Experience supporting audit and control reviews and working effectively with internal and external auditors. 
• A proactive, detail-oriented approach with a commitment to accuracy and compliance.

 

Preferred  Qualifications, capabilities and skills:

• Knowledge of programming language tools (Python) and business intelligent tools (Tableau, Alteryx).

• Experience with implementing digitally enabled investment solutions.

• CFA qualified / candidate preferred.

 

JPMorganChase, 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 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.

Experience Level

Mid Level