JP Morgan Chase - Analyst - Operational Due Diligence - Investment Research Team

Analyst - Investment Research Team - Operational Due Diligence

Description : Wealth Management Investment Solutions, Investment Research Team, Operational Due Diligence, Analyst (Mumbai, India)

About J.P. Morgan:

- JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

About Wealth Management :

- With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.

About Investment Solutions :

- 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.

Role Overview :

- The professional will be a member of the Operational Due Diligence team within the Investment & Research Team within Wealth Management Investment Solutions.

Key Responsibilities :

- Supporting the operational due diligence process for long-only / liquid alternative investment managers and collaborating with the Manager Solutions team.

- Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products

- Executing a systematic operational due diligence process specifically tailored to '40 Act mutual funds, UCITS funds, & SMAs

- Assess the operational infrastructure of the organization and identify key potential risks

- Active engagement with the third party investment managers to assess their ability to mitigate the operational risks as identified

Essential Skills & Experience:

- Qualified professional with 2-4 years of relevant work experience

- Related experience in operations, audit, compliance, and/or consulting

- Good understanding of financial markets and various security types

- Good understanding of investment strategies and fund structures

- Advanced proficiency in using Microsoft Office programs including Excel & PowerPoint

- The candidate should have experience performing and/or an understanding of how operational due diligence is conducted on both the '40 Act and UCITS investment structures

- Exceptional organization and analytical skills

- Attention to detail

- Strong written, presentation, and communication skills

- Strong teamwork and interpersonal skills

- Demonstrated ability to analyze and solve problems and to manage multiple tasks at once

- Strong initiative, energy and confidence completing assignments with limited supervision

- This position is anticipated to require the use of one or more High-Security Access (HSA) systems. Users of these systems are subject to enhanced screening which includes both criminal and credit background checks, and/or other enhanced screening at the time of accepting the position and on an annual basis thereafter. The enhanced screening will need to be successfully completed prior to commencing employment or assignment.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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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