You will help research and implement frameworks, methodologies, and models to strengthen oversight processes, translate outcomes into actionable insights for senior leadership, and present findings in governance forums.
As an Associate within the Wealth Management Investments Governance team, you will perform methodology and periodic reviews and deliver analytics and automation solutions that enhance the effectiveness of our governance function. You will research and implement the frameworks and tools that support key strategic initiatives, while gaining exposure to senior leadership, cross-functional partners, and advanced analytics.
Job Responsibilities
- Support the research and implementation of frameworks, methodologies, and models to strengthen Investments Governance oversight processes.
- Plan and execute methodology and periodic reviews to ensure analytical rigor, robust documentation, and timely resolution of findings.
- Translate complex data and review outcomes into clear, actionable insights and recommendations for senior leadership.
- Prepare and present findings to governance forums and committees, supporting transparent and well-documented decision-making.
- Build and maintain automation solutions that drive efficiency and scalability across governance processes.
- Partner with cross-functional teams across Due Diligence, Risk, Product, Middle Office, and Technology to align priorities and deliver collaborative outcomes.
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in finance, Economics, Analytics, Engineering, or related field.
- 5+ years of experience in investment analytics or related functions.
- Demonstrated experience researching and implementing frameworks, methodologies, or process enhancements.
- Experience building, validating, and back-testing predictive models to support data-driven governance and decision-making.
- Experience identifying and delivering automation or analytics solutions to improve efficiency and scalability.
- Advanced proficiency in analytics tools such as Python and AI-assisted coding tools such as GitHub Copilot.
- Excellent written and verbal communication skills, with the ability to distill complex analysis into clear recommendations for senior stakeholders.
- Strong organizational and project management abilities, with demonstrated skill in managing multiple priorities and meeting tight deadlines.
- Strong analytical, problem-solving, and critical-thinking skills.
- Initiative-taking and detail-oriented, with a proactive mindset.
Preferred Qualifications, Capabilities, and Skills
- Master’s degree in business, Finance, Economics, Analytics, or related field.
- Knowledge of investment management processes, products, or governance frameworks.
- Relevant professional certification (e.g., CFA, FRM) or experience in wealth or asset management.
About Us
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.
