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

  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.