Job Description
Full Job Description
PB Investment Risk & Analytics (IR&A) is responsible for review of first line of defense investment and fiduciary activities within PB. This includes performing deep-dive analysis of fiduciary activities, metrics, new business or product initiatives, and control activities Reporting to the team risk lead you will help us with fiduciary investments, products, control systems, governance, regulations, and best practices to proactively review the Business processes with an emphasis on the US and International Trusts & Estates businesses.
Job Responsibilities
Work closely with other various other groups to identify risk issues in the T&E business and perform reviews into such areas to identify gaps and recommend risk mitigation strategies
Review, develop and enhance Trusts and Estates Risk Frameworks (procedures, guidelines, etc.)
Represent Risk in committees and/or meetings and review key risk issues, as appropriate
Aid in performing focused Investments-related reviews and other ad hoc projects
Keep informed of business and market trends and evaluate how these may impact the business
Work with technology to automate and ensure consistency in Risk metrics
Required qualifications, capabilities, and skills
Have a Bachelor's degree or equivalent in Finance Engineering or similar fields. Master's degree in Finance or similar fields will be preferred
Have work experience preferably in Risk Management, Compliance, Legal, Audit, or related Consulting, with Private Bank-related experience through full-time or internship positions
Are analytically inclined, with knowledge of data visualization tools (ex. Tableau) or programming (ex. Python) being an added advantage
Appreciate the value of joining forces and working in partnership with others to accomplish our goals
Use your knowledge to find answers to pressing problems and create workable solutions
Can handle many different tasks and demonstrate a willingness to take on responsibilities that might lay outside your area of expertise
Preferred qualification, capabilities, and skills
Have Finance or Risk related certifications like CFA, FRM etc.
Have experience with Trusts & Estates
Have excellent presentation skills (both written and verbal) with the ability to deliver recommendations to multiple stakeholders and influence senior management
Are comfortable dealing with large data sets
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.
PB Investment Risk & Analytics (IR&A) is responsible for review of first line of defense investment and fiduciary activities within PB. This includes performing deep-dive analysis of fiduciary activities, metrics, new business or product initiatives, and control activities Reporting to the team risk lead you will help us with fiduciary investments, products, control systems, governance, regulations, and best practices to proactively review the Business processes with an emphasis on the US and International Trusts & Estates businesses.
Job Responsibilities
Work closely with other various other groups to identify risk issues in the T&E business and perform reviews into such areas to identify gaps and recommend risk mitigation strategies
Review, develop and enhance Trusts and Estates Risk Frameworks (procedures, guidelines, etc.)
Represent Risk in committees and/or meetings and review key risk issues, as appropriate
Aid in performing focused Investments-related reviews and other ad hoc projects
Keep informed of business and market trends and evaluate how these may impact the business
Work with technology to automate and ensure consistency in Risk metrics
Required qualifications, capabilities, and skills
Have a Bachelor's degree or equivalent in Finance Engineering or similar fields. Master's degree in Finance or similar fields will be preferred
Have work experience preferably in Risk Management, Compliance, Legal, Audit, or related Consulting, with Private Bank-related experience through full-time or internship positions
Are analytically inclined, with knowledge of data visualization tools (ex. Tableau) or programming (ex. Python) being an added advantage
Appreciate the value of joining forces and working in partnership with others to accomplish our goals
Use your knowledge to find answers to pressing problems and create workable solutions
Can handle many different tasks and demonstrate a willingness to take on responsibilities that might lay outside your area of expertise
Preferred qualification, capabilities, and skills
Have Finance or Risk related certifications like CFA, FRM etc.
Have experience with Trusts & Estates
Have excellent presentation skills (both written and verbal) with the ability to deliver recommendations to multiple stakeholders and influence senior management
Are comfortable dealing with large data sets
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.
💡 Quick Summary
Seeking a career-building opportunity? The Investment Risk Analytics | Trust Estates Analyst 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.
