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JPMorgan Risk Management - Wealth Investment Analyst 
United States, Ohio 
642424344

01.04.2025

As a Risk Management - Wealth Management Investment Risk, Analyst, you will be responsible for the risk oversight of the Managed Strategies from end to end across the WM’s Private Bank and Consumer Bank businesses. Managed Strategies includes JPMorgan’s own proprietary products and third-party registered funds, exchange traded notes (ETNs), exchange traded funds (ETFs), separately managed accounts, hedge funds, and private equity and real estate funds. We cover investments from product onboarding, to ongoing governance and oversight and proactively oversee risks arising from the management of over $1 trillion in AUM. You will provide risk review and deep-dive assessments of investment activities, metrics, and control activities for JP Morgan Wealth Management. You will work closely with other Risk Management colleagues, the Business, and key control functions including Legal, Compliance, Audit, and Control Management, to provide valuable assessment and feedback regarding Managed Strategies.

Job responsibilities

  • Identify risk issues in the business and assess risk in investment activities, recommend risk mitigation strategies and escalate issues / concerns to senior management.
  • Engage with Business and Due Diligence partners to communicate risk issues related to investment products.
  • Aid in performing Investments-related deep dives and other ad hoc projects
  • Continuously learn about industry-specific sustainability issues, trends, and best practices to maintain and enhance our review of business activities in investing.
  • Represent Risk in working groups and/or meetings and review key risk issues, as appropriate
  • Work across different risk functions, including the controls team and policy governance team to ensure documentation related to investment risk strategies are in line with firm wide initiatives, as well as audit and regulatory compliant.

Required qualifications, capabilities, and skills

  • Bachelor's degree or equivalent in Finance or similar fields.
  • 2+ years experience in Financial Services
  • Excellent communication skills with the ability to articulate complex concepts effectively
  • Experience with investment products including fixed income, equity, and mutual funds

Preferred qualifications, capabilities, and skills

  • Master's degree in Finance, CFA, FRM
  • Are inquisitive, with knowledge of data visualization tools (ex. Tableau) or programming (ex. VBA, Python)