J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals. As a Portfolio Product Manager at J.P. Morgan Personal Investing, you will help shape how clients build, monitor and understand their portfolios. You will combine product leadership with strong financial modelling to deliver trusted, transparent portfolio capabilities.

As a Portfolio Product Manager at J.P. Morgan Personal Investing, you will own key portfolio experiences and the underlying analytics that power them, from discovery through delivery and iteration.

"Our Product team is at the heart of this venture, focused on getting smart ideas into the hands of our clients. We're looking for people who have a curious mindset, thrive in collaborative teams, and are passionate about helping clients invest with confidence through clear, explainable portfolio experiences. By their nature, our people are solution-oriented, commercially savvy and have a head for fintech. We work in cross-disciplinary teams to focus on specific products, projects and client journeys - and you'll have the opportunity to move between them."

Job responsibilities

• Own the portfolio product vision, strategy and roadmap aligned to client needs and business outcomes
• Define and build the financial models required to support portfolio features (e.g., allocation logic, rebalancing rules, performance calculations, risk metrics, and fee/cost impacts)
• Translate complex portfolio analytics into clear product requirements, user stories and acceptance criteria for cross-functional delivery
• Partner with engineering, design, data and risk/compliance stakeholders to deliver portfolio capabilities safely and at scale
• Prioritise work using data, customer insights and commercial impact, making clear trade-offs and decisions
• Deliver new portfolio features through end-to-end execution: discovery, build, testing, launch, and ongoing optimisation
• Measure product performance using defined KPIs and instrumentation, and iterate based on outcomes and feedback
• Communicate plans, progress and decisions effectively to stakeholders at multiple levels, including clear explanations of model assumptions and results
• Ensure portfolio calculations and outputs are consistent, explainable and appropriately governed across channels
• Identify risks and dependencies early and drive mitigations to maintain quality and timelines

Required qualifications, capabilities and skills

• BS/BA degree or equivalent experience
• Demonstrated product management experience delivering digital products end-to-end in fintech, investing, or wealth management
• Proven ability to define, build, validate and maintain financial models used for portfolio-related decisions and/or customer experiences
• Strong understanding of core portfolio concepts (diversification, risk/return, benchmarks, rebalancing, performance measurement)
• Experience translating analytical work into clear requirements for engineering and data teams
• Ability to communicate complex quantitative concepts clearly to non-technical stakeholders
• Strong prioritisation, decision-making and execution skills in a cross-functional environment
• High attention to detail and a quality mindset for calculations, edge cases and data consistency

Preferred qualifications, capabilities and skills

• Experience building or product-managing portfolio analytics such as performance attribution, scenario analysis, or risk factor exposure views
• Proficiency in Excel plus at least one analytical language/tool (e.g., Python or R) for modelling and analysis
• Familiarity with retail investing journeys and operational realities (holdings, transactions, pricing/returns data, reporting)

ABOUT US

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. 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.

ABOUT THE TEAM

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm's data sharing principles of security, customer control and convenience, and privacy.