Investment Research, Ops Due Diligence - Insurance, VP

JPMorgan Chase & Co.•New York, NY

41d•$160,000 - $245,000

About The Position

The professional will be a member of the Operational Due Diligence team within the Investment Research Team within Wealth Management Investment Solutions. This role involves supporting the insurance carrier operational due diligence process, including setting up and disseminating questionnaires, reviewing and scoring responses, and leading/participating in due diligence meetings with insurance carriers in the US and EMEA. The role requires evaluating operational risks such as organizational infrastructure, service providers, business resiliency, information security, compliance, and regulatory issues. The individual will represent the firm in front of C-level executives at insurance carriers, collaborate with internal control partners, and present findings at Governance Committee meetings.

Requirements

Qualified professional with minimum of 7 years relevant work experience
Experience performing and/or an understanding of how operational due diligence is conducted
Related experience in operations, audit, compliance, consulting, and/or insurance (e.g., Big 4 Audit/Advisory, management consulting, regulatory agency)
Advanced proficiency in using Microsoft Office programs including Excel and PowerPoint
Exceptional organization and analytical skills
Investigative skills and 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

Nice To Haves

Familiarity with insurance company operations is a plus

Responsibilities

Supporting the insurance carrier operational due diligence process
Setting up and disseminating operational due diligence questionnaires across a range of insurance carriers
Reviewing and scoring responses to operational due diligence questionnaires
Leading and participating in operational due diligence meetings with insurance carriers (US and EMEA); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, service providers, business resiliency, information security, compliance and regulatory issues
Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at insurance carriers
Working collaboratively with control partners in governance, risk, compliance and internal audit
Presenting analyses, findings and opinions at Governance Committee meetings