Verified Job
Accounting - Finance
Analyst - Operational Due Diligence
Accounting - Finance
#701095
Remote / WFH
Job Description
Full job description
JOB DESCRIPTION
You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team.
As an Analyst in the Operations Due Diligence team in Wealth Management Solutions, you will spend each day defining, refining, and delivering set goals for our firm.
Job responsibilities
Responsible for assisting in operational due diligence engagements on long only, private equity and hedge fund managers on JPM Wealth Management platform
Sett up and disseminating operationally focused questionnaires across a range of investment strategies and products, and conducting annual due diligence on fund managers and investment strategies
Preparing for and participating in operational due diligence meetings with third party investment managers; 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
Presenting analyses, findings and opinions at Investment and Governance Committee meetings
Required qualifications, capabilities, and skills
Qualified professional with 2+; years of relevant work experience
Related experience in fund due diligence, risk advisory, consulting etc. (e.g., Asset Management, Big 4 Audit/Advisory, management consulting, regulatory agency)
Excellent written and verbal communication skills, being able to communicate effectively with internal stakeholders and third-party managers
Good understanding of investment strategies and fund structures
Investigative skills and attention to detail
Preferred qualifications, capabilities, and skills
Exceptional organization and analytical skills
CFA/CAIA designation or any progression towards it will be preferred
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, ****** 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.
JOB DESCRIPTION
You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team.
As an Analyst in the Operations Due Diligence team in Wealth Management Solutions, you will spend each day defining, refining, and delivering set goals for our firm.
Job responsibilities
Responsible for assisting in operational due diligence engagements on long only, private equity and hedge fund managers on JPM Wealth Management platform
Sett up and disseminating operationally focused questionnaires across a range of investment strategies and products, and conducting annual due diligence on fund managers and investment strategies
Preparing for and participating in operational due diligence meetings with third party investment managers; 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
Presenting analyses, findings and opinions at Investment and Governance Committee meetings
Required qualifications, capabilities, and skills
Qualified professional with 2+; years of relevant work experience
Related experience in fund due diligence, risk advisory, consulting etc. (e.g., Asset Management, Big 4 Audit/Advisory, management consulting, regulatory agency)
Excellent written and verbal communication skills, being able to communicate effectively with internal stakeholders and third-party managers
Good understanding of investment strategies and fund structures
Investigative skills and attention to detail
Preferred qualifications, capabilities, and skills
Exceptional organization and analytical skills
CFA/CAIA designation or any progression towards it will be preferred
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, ****** 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.
