JPMorgan Associate Defined Contribution Consulting - Wealth Management 

India, Maharashtra, Mumbai 

190428229

As an Investment Consultant professional in our Defined Contribution (DC) Consulting team you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities:

• Develop mapping documents and investment proposal reports with analytical commentary for client meetings.
• Write market and fund commentaries for Defined Contribution (DC) plans.
• Provide analytics for fund monitoring and replacement recommendations to support the Investment Committee (IC) team.
• Manage and verify data, correct menu issues with recordkeepers, and oversee governance metrics.
• Implement fund change requests and establish criteria for monitoring plans.
• Ensure compliance and accuracy in all data management and governance processes.

Required qualifications, capabilities, and skills:

• 5+ years of hands-on Investment Consulting experience with excellent knowledge of DC pension plans
• Aptitude for problem solving that relies on complex data, attention to detail, quantitative analysis and Microsoft Office applications
• Ability to thrive in a collaborative environment on a global team
• Strong quantitative/analytical abilities as well as written/verbal presentation skills

Preferred qualifications, capabilities, and skills

• CFA charterholder or any progress to CFA charter