Investment Due Diligence, Associate

JPMorgan Chase & Co.•New York, NY

About The Position

J.P. Morgan Wealth Management Investment Solutions (“WMIS”) provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. Primary Function: We seek a talented, energetic, hands-on, and highly motivated individual to join our team as an Associate in multi- and single-asset investment research, based in New York, as part of the Investment Director Team (“IDT”) within the WMIS Investment & Research Team (“IRT”). The IDT is responsible for conducting ongoing due diligence and collaborating closely with internal portfolio management teams within WMIS, as well as underwriting and onboarding newly developed investment strategies. The team reviews strategic, tactical, and security-level decisions across traditional, multi-asset, and alternative asset portfolios, and advises on best practices. The broader IRT fosters a highly collaborative environment across teams and regions. In addition to investment due diligence, the IRT manages governance, operational due diligence, and research and technology initiatives for Wealth Management discretionary assets.

Requirements

Bachelor’s degree required; CFA charter holder or candidate strongly preferred
2–4 years of investment industry experience with a strong quantitative skillset and an insatiable appetite to deepen expertise
Exceptional proficiency in Excel and PowerPoint. Experience with programming languages such as Python, SQL, etc.
Solid knowledge of the funds of funds business and enthusiasm for multi-asset portfolio construction and risk management practices
Deep understanding of fixed income, equity, and alternative asset classes
Background in portfolio management, research generation, or investment due diligence of multi-asset class portfolios
Ability to perform detailed and sophisticated statistical analysis across various investment strategies and styles
Strong attention to detail with the ability to clearly and concisely develop and deliver findings and recommendations
Ability to thrive in a collaborative, global team environment and balance competing priorities with a “no task too small” mindset
Demonstrated intellectual curiosity, eagerness to grow, and coachability
Critical thinking skills with the ability to work through problems, develop creative solutions, and execute projects to completion
Exceptionally strong verbal and written communication skills
Strong organizational skills with the ability to multi-task and prioritize while maintaining attention to detail
Demonstrated initiative, energy, and confidence in completing assignments with limited supervision
Excellent team player with the ability to interact effectively with business partners at all levels, showcasing humility, curiosity, and ownership
Series 7 & 63/66 license-holder, or willingness to obtain the certifications within a reasonable timeframe after hire

Nice To Haves

CFA charter holder or candidate strongly preferred

Responsibilities

Conduct investment due diligence on multi- and single-asset class portfolio management teams within WMIS and its affiliates
Evaluate portfolio risk characteristics and performance drivers to assess portfolio managers’ strengths and weaknesses, and provide data-driven recommendations
Identify and propose investment process improvements, collaborating with portfolio management teams to implement enhancements
Advise on the development of innovative investment products and support their launch through close collaboration with WMIS partners, including Product Development, Risk Management, Operational Due Diligence, Governance, Quantitative Research, and Legal & Compliance
Communicate findings and recommendations effectively to senior business leaders
Monitor financial markets to understand current drivers and sentiment at both the asset class and sub-asset class levels
Prepare and present materials for governance committee meetings, working with key stakeholders and addressing follow-ups promptly
Create and distribute periodic business-as-usual (“BAU”) reports
Proactively support teammates and other partners – take on ad hoc research, operational tasks, and challenge assumptions constructively