Wealth Management Investment Solutions

6 months ago

London, United Kingdom JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
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.

**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**:

- You should have experience performing and / or an understanding of how operational due diligence is conducted on alternative 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 organisational and analytical skills
- Investigative skills and attention to detail
- Strong teamwork and interpersonal skills_ _with ability to thrive in a satellite office environment on a global team
- Strong written, presentation, and communication skills
- Strong initiative, energy and confidence completing assignments

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

**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.

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