Operational Due Diligence Analyst

Analyst - Operational Due Diligence

You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team. 

As an Analyst in the Operations Due Diligence team in Wealth Management Solutions, you will spend each day defining, refining, and delivering set goals for our firm. 

 

Job responsibilities 

• Responsible for assisting in operational due diligence engagements on long only, private equity and hedge fund managers on JPM Wealth Management platform 

• Sett up and disseminating operationally focused questionnaires across a range of investment strategies and products, and conducting annual due diligence on fund managers and investment strategies 

• Preparing for and participating 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 

• Reviewing and scoring responses to operational due diligence questionnaires 

• Working collaboratively with control partners in governance, risk, compliance, and internal audit 

• Presenting analyses, 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 

• Exceptional organization and analytical skills 

• CFA/CAIA designation or any progression towards it will be preferred

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.

Experience Level

Mid Level