Investment Risk & Analytics - Senior Associate

Investment Risk & Analytics - Senior Associate

Wealth Management (WM) Investment Risk & Analytics (IR&A) is responsible for the risk oversight of the Managed Strategies from end to end across the WM’s Private Bank and Consumer Bank businesses. Managed Strategies included JPMorgan’s own proprietary products and third-party funds to include registered funds, exchange traded notes (ETNs), exchange traded funds (ETFs), separately managed accounts, hedge funds, and private equity and real estate funds, etc. We cover investments from product onboarding to ongoing governance and oversight and proactively oversee risks arising from the management of over $1 trillion in AUM. We are looking for an associate to provides critical coordination and review of Managed Strategies, including a focus on environmental, social, and governance (ESG) and Climate risks in the end-to-end processes of our Private Bank. We play a key role in ensuring sustainability processes are properly implemented throughout the lifecycle of different business processes, particularly focused on investments, credit, and legal entities.

Wealth Management (WM) Investment Risk & Analytics (IR&A) is responsible for the risk oversight of the Managed Strategies from end to end across the WM’s Private Bank and Consumer Bank businesses. Managed Strategies included JPMorgan’s own proprietary products and third-party funds to include registered funds, exchange traded notes (ETNs), exchange traded funds (ETFs), separately managed accounts, hedge funds, and private equity and real estate funds, etc. We cover investments from product onboarding, to ongoing governance and oversight and proactively oversee risks arising from the management of over $1 trillion in AUM. We are looking for an associate to provides critical coordination and review of Managed Strategies, including a focus on environmental, social, and governance (ESG) and Climate risks in the end-to-end processes of our Private Bank. We play a key role in ensuring sustainability processes are properly implemented throughout the lifecycle of different business processes, particularly focused on investments, credit, and legal entities.

Job responsibilities:

• Identify risk issues in the business and assess risk in investment activities, recommend risk mitigation strategies and escalate issues / concerns to senior management.
• Engage with Business and Due Diligence partners to communicate risk issues related to investment products.
• Aid in performing Investments-related deep dives and other ad hoc projects
• Conduct ESG, Climate risk assessments, identifying and evaluating environmental, social, and governance risks across various business dimensions.
• Continuously learn about industry-specific sustainability issues, trends, and best practices to maintain and enhance our review of business activities in sustainable investing.
• Represent Risk in working groups and/or meetings and review key risk issues, as appropriate
• Work across different risk functions, including the controls team and policy governance team to ensure documentation related to investment risk strategies are in line with firm wide initiatives, as well as audit and regulatory compliant.  

Required qualifications, capabilities, and skills

• Have a Bachelor's degree or equivalent in Finance, Engineering or similar fields. Master's degree in Finance, CFA, FRM, SCR, Certificate in ESG investing (CFA institute) will be preferred
• Have at least 5 years experience in Financial Services 
• Excellent communication skills with the ability to articulate complex concepts effectively.
• Have experience with investment products including fixed income, equity, and mutual funds 
• Are inquisitive, with knowledge of data visualization tools (ex. Tableau) or programming (ex. VBA, Python) being an added advantage