Enhance your expertise in investment governance, collaborate with industry leaders, and drive impactful financial strategies.
As an Associate in the Investment Governance Support team, you will have the opportunity to perform reviews of designations associated with investment strategies and review connected methodologies. You will conduct data analysis to flag investment products and improve the identification of underperforming or outperforming products. In this role, you will be part of a team responsible for overseeing the global framework for investment vehicle approval and ongoing review according to robust, consistent standards. You will have the chance to enhance your understanding of investment due diligence principles and governance oversight, with a focus on reviewing and enhancing investment methodologies and designations. This role is an exciting opportunity to enhance our investment platform with your strong analytical mindset and keen interest in financial markets.
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Job Responsibilities
- Review and refine methodologies used to flag investment products, ensuring they align with the organization's standards and client interests.
- Conduct annual reviews of designations associated with investment products, analyzing data to ensure strategies adhere to their defined frameworks and clarifying any discrepancies with the Due Diligence Team.
- Perform data analysis to generate insights and recommendations for improving the platform's ability to identify underperforming and outperforming products.
- Conduct periodic methodology reviews, collaborating with the Due Diligence and Risk teams to ensure methodologies reflect the current business environment.
- Document processes and methodologies, ensuring clarity and consistency in Governance practices.
- Collaborate with Technology and other stakeholders to implement enhancements based on review findings.
- Support the Investments Governance Committees by providing insights and documentation related to methodology and designation reviews.
- Ensure robust oversight and governance frameworks are maintained, with appropriate documentation to uphold fiduciary responsibilities for clients.
- Partner with Controls & Compliance officers and Risk teams to manage regulatory inspections and reviews related to methodology and designation assessments.
Required qualifications, capabilities, and skills:
- 5+ years of industry experience, in consulting or a related field.
- Working knowledge of Wealth Management business and a variety of investment products, including mutual funds, ETFs, hedge funds, and structured products.
- Strong analytical experience, with a focus on statistical analysis, financial modeling, or other investment-related analysis.
- Proficiency in programming languages such as Python, Matlab, Visual Basic, C#.
- Proven ability to manage complex tasks and prioritize effectively in a dynamic professional environment, with strong attention to detail.
Preferred qualifications, capabilities, and skills:
- CFA or MBA preferred.
- Strong initiative, energy, and confidence in completing assignments with limited supervision.
- Superior time management skills and the ability to prioritize a heavy workload.
- Experience with Business Intelligence tools (Tableau, PowerBI etc.), data extraction (SQL) and leveraging the MS Office suite to improve productivity.
ABOUT US
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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.