Job Description
Key Responsibilities:
• The candidate will be responsible for conducting operational due diligence engagements on long only/liquid alternatives fund managers on JPM Wealth Management platform
• Due diligence review includes a systematic review of the firm's processes and overall controls, engagement in operational risk discussions with the fund managers if necessary, identifying and flagging material risk considerations and writing dispositions to convey the level of comfort with various issues
• Reviewing operational focused due diligence questionnaires across a range of Investment strategies and products
• Reviewing operating models, key fund documents, audited financial statements, operations, cybersecurity, compliance, and trading policies of fund managers as part of due diligence review
• Lead due diligence engagements, mentor new colleagues and provide peer review support to analysts
• Keeping abreast of industry trends, new investment regulations and regulatory matters that could impact long-only investment managers or due diligence procedures
Essential Skills & Experience:
• Qualified professional with more than 5 years relevant work experience
• CA/CFA, candidates pursuing CFA will be preferred
• Related experience in investment due diligence, risk advisory, consulting
• Knowledge of asset classes, financial instruments, investment strategies, investment operations and fund structures
• Able to work and think independently in an intellectually challenging environment
• Team player who thrives on performance and is open to new challenges
• Advanced proficiency in using Microsoft Office programs including Excel & PowerPoint
• Exceptional organization and analytical skills
• Strong written, presentation, and communication skills
• Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
• Previous investment-related role with a focus on investment operations will be a plus
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
• The candidate will be responsible for conducting operational due diligence engagements on long only/liquid alternatives fund managers on JPM Wealth Management platform
• Due diligence review includes a systematic review of the firm's processes and overall controls, engagement in operational risk discussions with the fund managers if necessary, identifying and flagging material risk considerations and writing dispositions to convey the level of comfort with various issues
• Reviewing operational focused due diligence questionnaires across a range of Investment strategies and products
• Reviewing operating models, key fund documents, audited financial statements, operations, cybersecurity, compliance, and trading policies of fund managers as part of due diligence review
• Lead due diligence engagements, mentor new colleagues and provide peer review support to analysts
• Keeping abreast of industry trends, new investment regulations and regulatory matters that could impact long-only investment managers or due diligence procedures
Essential Skills & Experience:
• Qualified professional with more than 5 years relevant work experience
• CA/CFA, candidates pursuing CFA will be preferred
• Related experience in investment due diligence, risk advisory, consulting
• Knowledge of asset classes, financial instruments, investment strategies, investment operations and fund structures
• Able to work and think independently in an intellectually challenging environment
• Team player who thrives on performance and is open to new challenges
• Advanced proficiency in using Microsoft Office programs including Excel & PowerPoint
• Exceptional organization and analytical skills
• Strong written, presentation, and communication skills
• Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
• Previous investment-related role with a focus on investment operations will be a plus
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 Wealth Management Solutions 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.
