Wealth Management Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
Job Summary:
You would be a member of the Operational Due Diligence team within the Investment & Research Team within Wealth Management Investment Solutions.
Job Responsibilities:
- Supporting the operational due diligence process for primarily traditional investment managers and collaborating with the Manager Solutions due diligence teams
- Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
- Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
- Reviewing and scoring responses to operational due diligence questionnaires
- Working collaboratively with control partners in governance, risk, compliance and internal audit
- Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
- Presenting analyses, findings and opinions at Investment and Governance Committee meetings
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Required Qualifications, Capabilities, and Skills:
- Experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm auditing investment products (traditional funds, hedge funds and / or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
- Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
- Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organizational and analytical skills
- Investigative skills and attention to detail
- Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
- Strong written, presentation, and communication skills
- Strong initiative, energy and confidence completing assignments
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
ABOUT US
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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.