Investment Due Diligence, Associate

J.P.

Morgan Wealth Management Investment Solutions ("WMIS") provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

Primary Function:

We seek a talented, energetic, hands-on, and highly motivated individual to join our team as an Associate in multi- and single-asset investment research, based in New York, as part of the Investment Director Team ("IDT") within the WMIS Investment & Research Team ("IRT").

The IDT is responsible for conducting ongoing due diligence and collaborating closely with internal portfolio management teams within WMIS, as well as underwriting and onboarding newly developed investment strategies.

The team reviews strategic, tactical, and security-level decisions across traditional, multi-asset, and alternative asset portfolios, and advises on best practices.

The broader IRT fosters a highly collaborative environment across teams and regions.

In addition to investment due diligence, the IRT manages governance, operational due diligence, and research and technology initiatives for Wealth Management discretionary assets.

Responsibilities:



* Conduct investment due diligence on multi- and single-asset class portfolio management teams within WMIS and its affiliates


* Evaluate portfolio risk characteristics and performance drivers to assess portfolio managers' strengths and weaknesses, and provide data-driven recommendations


* Identify and propose investment process improvements, collaborating with portfolio management teams to implement enhancements


* Advise on the development of innovative investment products and support their launch through close collaboration with WMIS partners, including Product Development, Risk Management, Operational Due Diligence, Governance, Quantitative Research, and Legal & Compliance


* Communicate findings and recommendations effectively to senior business leaders


* Monitor financial markets to understand current drivers and sentiment at both the asset class and sub-asset class levels


* Prepare and present materials for governance committee meetings, working with key stakeholders and addressing follow-ups promptly


* Create and distribute periodic business-as-usual ("BAU") reports


* Proactively support teammates and other partners - take on ad hoc research, operational tasks, and challenge assumptions constructively

Qualifications:



* Bachelor's degree required; CFA charter holder or candidate strongly preferred


* 2-4 years of investment industry experience with a strong quantitative skillset and an insatiable appetite to deepen expertise


* Exceptional proficiency in Excel and PowerPoint.

Experience with programming languages such as Python, SQL, etc.


* Solid knowledge of the funds of funds business and enthusiasm for multi-asset portfolio construction and risk management practices


* Deep understand...