Job Description
You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team.
As a Research Analyst in the Operational Due Diligence team you will spend each day defining, refining, and delivering set goals for our firm by supporting the operational due diligence process for alternative investment managers (hedge fund, private equity, real estate, private credit, and venture capital) and collaborating with the Private investment due diligence team
Job responsibilities
- Monitor the operational due diligence process for alternative investment managers (hedge fund, private equity, real estate, private credit, and venture capital) and collaborating with the Private investment due diligence team
- Set and disseminating operationally focused questionnaires across a range of investment strategies
- Assist in conducting ongoing due diligence on fund managers and investment strategies.
- Prepare and participate in operational due diligence meetings with third party investment managers; this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance, and regulatory issues.
- Review and score responses to operational due diligence questionnaires.
- Review and analyze fund financial statements.
- Work collaboratively with control partners in governance, risk, compliance, and internal audit.
- Present analysis, findings and opinions at Investment and Governance Committee meetings
Required qualifications, capabilities, and skills.
- Qualified professional with 2+ years of relevant work experience
- Related experience in fund due diligence, risk advisory, consulting etc. (e.g., Asset Management, Big 4 Audit/Advisory, management consulting, regulatory agency)
- Excellent written and verbal communication skills, being able to communicate effectively with internal stakeholders and third-party managers.
- Good understanding of investment strategies and fund structures
- Investigative skills and attention to detail
Preferred qualifications, capabilities, and skills
- CFA/CAIA designation or any progression towards it will be a plus.
About Us
JPMorganChase, 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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