Job Description
You are a strategic thinker passionate about driving solutions in “Research Governance ”. You have found the right team
OpenInvest was acquired by JPMC in June of 2021. JPMC services are used in half of all American households: join us to help design and offer sustainable finance solutions on the greatest scale, nationwide and across the world.
We are looking for a Research Governance Associate to help us optimize and scale our growing need for Research Governance oversight in line with leading finance industry standards for fiduciary research oversight. We are a leading provider of ESG/Sustainable Investing data-driven investment solutions, and we are looking for a committed team member to help grow and maintain our research governance capabilities across a wide range of use cases. Using your knowledge of ESG research and data, governance processes and stakeholder relationship, you will curate OpenInvest’s research governance capabilities, routinely shepherd OpenInvest Research solutions through relevant OI and JPM Governance processes, provide input to needed governance technology tool requirements and communicate governance trends to a cross-functional audience of research, engineering, marketing, sales enablement, product and legal, risk, compliance and controls stakeholders.
Job Responsibilities:
Work directly with the Head of OpenInvest Research and Senior Business Management to execute standardized sustainable investing/ESG research governance processes, including methodology vetting and presentation development for a wide range of stakeholders.
Support the maintenance of existing sustainable investing/ESG solutions offered by OpenInvest research to ensure agreed methodologies continue to achieve their intended objectives.
Support the advancement of new and existing OpenInvest Research solutions through established oversight and Governance frameworks, often working with tight deadlines, competing priorities and conflicting stakeholder feedback.
Advise and provide support to OpenInvest Research Senior Leadership for a wide range of research governance initiatives, including but not limited to market assessment of sustainable investing/ESG trends for product development, evaluation of market and novel data sets to create methodology for new solutions.
Partner with engineering resources to implement new research methodologies into the OpenInvest ESG database, ensuring accuracy of methodology in technical terms and running pre- and post-code execution checks to ensure accurate methodological outcomes.
Maintain the documentation of OpenInvest Research solutions, ensuring real-time feedback is incorporated into primary and ancillary documentation to create a complete and accurate representation of the intended Research methodology.
Provide support as a centralizing and neutral force across the OpenInvest Research team and other OpenInvest Functions, helping to translate research needs, support with transformation projects, and technology rollouts.
Required qualifications, capabilities, and skills:
5 to 8 years of experience in research governance functions and working with a cross section of functional stakeholders, preferably with a background in ESG/Sustainable Investing.
Experience with common research governance frameworks, including legal, risk, compliance, controls reviews, while also being familiar with common research governance tools and tracking mechanisms, such as Excel and/or MS Project.
Experience presenting research governance business cases for high profile and complex projects to various stakeholders with different levels of subject matter knowledge.
Excellent project management and organizational skills
Passion for ESG/Sustainable Investing issues and interest in a values-led approach to sustainable investing
Willingness to be proactive and vocal about business needs with a solutions-oriented mindset to solving complex methodology, technical and operational challenges.
Strong initiative, interpersonal skills, entrepreneurial spirit and ability to think creatively, while also being able to collaborate with others.
Preferred qualifications, capabilities, and skills:
3+ years of experience in ESG, Sustainability, SRI or Impact Investing Experience evaluating new data sets for suitability, especially in an ESG/Sustainability context
Research specialization/background in an area applicable to Sustainable Investing
Experience in ESG-focused education or communication efforts
Experience with Python
ABOUT US
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, ****** 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.
OpenInvest was acquired by JPMC in June of 2021. JPMC services are used in half of all American households: join us to help design and offer sustainable finance solutions on the greatest scale, nationwide and across the world.
We are looking for a Research Governance Associate to help us optimize and scale our growing need for Research Governance oversight in line with leading finance industry standards for fiduciary research oversight. We are a leading provider of ESG/Sustainable Investing data-driven investment solutions, and we are looking for a committed team member to help grow and maintain our research governance capabilities across a wide range of use cases. Using your knowledge of ESG research and data, governance processes and stakeholder relationship, you will curate OpenInvest’s research governance capabilities, routinely shepherd OpenInvest Research solutions through relevant OI and JPM Governance processes, provide input to needed governance technology tool requirements and communicate governance trends to a cross-functional audience of research, engineering, marketing, sales enablement, product and legal, risk, compliance and controls stakeholders.
Job Responsibilities:
Work directly with the Head of OpenInvest Research and Senior Business Management to execute standardized sustainable investing/ESG research governance processes, including methodology vetting and presentation development for a wide range of stakeholders.
Support the maintenance of existing sustainable investing/ESG solutions offered by OpenInvest research to ensure agreed methodologies continue to achieve their intended objectives.
Support the advancement of new and existing OpenInvest Research solutions through established oversight and Governance frameworks, often working with tight deadlines, competing priorities and conflicting stakeholder feedback.
Advise and provide support to OpenInvest Research Senior Leadership for a wide range of research governance initiatives, including but not limited to market assessment of sustainable investing/ESG trends for product development, evaluation of market and novel data sets to create methodology for new solutions.
Partner with engineering resources to implement new research methodologies into the OpenInvest ESG database, ensuring accuracy of methodology in technical terms and running pre- and post-code execution checks to ensure accurate methodological outcomes.
Maintain the documentation of OpenInvest Research solutions, ensuring real-time feedback is incorporated into primary and ancillary documentation to create a complete and accurate representation of the intended Research methodology.
Provide support as a centralizing and neutral force across the OpenInvest Research team and other OpenInvest Functions, helping to translate research needs, support with transformation projects, and technology rollouts.
Required qualifications, capabilities, and skills:
5 to 8 years of experience in research governance functions and working with a cross section of functional stakeholders, preferably with a background in ESG/Sustainable Investing.
Experience with common research governance frameworks, including legal, risk, compliance, controls reviews, while also being familiar with common research governance tools and tracking mechanisms, such as Excel and/or MS Project.
Experience presenting research governance business cases for high profile and complex projects to various stakeholders with different levels of subject matter knowledge.
Excellent project management and organizational skills
Passion for ESG/Sustainable Investing issues and interest in a values-led approach to sustainable investing
Willingness to be proactive and vocal about business needs with a solutions-oriented mindset to solving complex methodology, technical and operational challenges.
Strong initiative, interpersonal skills, entrepreneurial spirit and ability to think creatively, while also being able to collaborate with others.
Preferred qualifications, capabilities, and skills:
3+ years of experience in ESG, Sustainability, SRI or Impact Investing Experience evaluating new data sets for suitability, especially in an ESG/Sustainability context
Research specialization/background in an area applicable to Sustainable Investing
Experience in ESG-focused education or communication efforts
Experience with Python
ABOUT US
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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The ESG|Sustainable Investing Research Governance | Associate position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.