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