Private Bank Digital Portfolio Construction and Analysis Product Associate
On-site · Jersey City, New Jersey, United States
Job Summary
The Private Bank Digital Portfolio Construction and Analysis Product Associate will execute and enhance the digital portfolio construction and analysis platform. Partner with Advisors, Product Managers, Design, Technology, Solutions, and Analytics to advance portfolio tools; provide support to advisors, addressing platform issues and feedback; support product initiatives from concept through delivery; collaborate across cross-functional teams to implement enhancements via agile development. Develop and refine business requirements, translate feedback into actionable user stories, support the product lifecycle from research to launch, and analyze product performance to drive continuous improvement. Build strong relationships with stakeholders, gather advisor feedback, and participate in requirements gathering and roadmap strategy sessions.
Required Qualifications
- 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
- Familiarity with investment products and wealth management solutions
- Familiarity with user journeys and agile methodology
Desired Qualifications
- 3–5 years of experience in product management, project management, or as part of a client-facing advisor team
- Familiarity with investment products and wealth management solutions
- Familiarity with user journeys and agile methodology
- Strong problem-solving, communication, and organizational skills
- Proven ability to deliver results and drive initiatives to execution
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