As a Due Diligence Analyst in our Operational Due Diligence Team, you will spend each day defining, refining, and delivering set goals for our firm.
- Assist in operational due diligence engagements on long only managers on JPM Wealth Management platform
- Set-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
- Prepare for 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
- Work and collaborate 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
- Exceptional organization and analytical skills