Asset Wealth Management Risk - Investment Risk Officer - Analyst

About JPMorgan Chase Wealth Management

JPMorgan Chase is one of the oldest financial institutions in the United States with a history dating back over 200 years. We are a leading global financial services firm with assets of $2.4 trillion operating in more than 60 countries. We have 270,000 employees serving millions of consumers, small businesses and many of the worlds most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. We have fiduciary assets under supervision and assets under management/custody of over $4.1 trillion combined and are one of the largest asset and wealth managers in the world.

J.P. Morgan Wealth Management (WM) has more than 100 years of experience helping the world's wealthiest individuals and their families grow, manage and sustain their wealth to ultimately leave a lasting legacy. By consistently keeping our clients informed, focusing on risk-adjusted returns and rapidly adjusting to tactical opportunities and risks, we stand by our clients through market cycles. WM provides an exceptional breadth and depth of wealth management solutions including investing, wealth structuring, capital advisory, philanthropy and banking. J.P. Morgan's wealth management solutions are provided through the Private Bank and J.P. Morgan Securities Corporation.

WM Investment Risk Management

JPMorgan Chase believes in a holistic approach to risk analysis by incorporating key risk disciplines including Credit, Market, Principal, Liquidity, Model, Legal, Fiduciary, Reputation, and Operational Risk and weighing these against returns. JPMorgan Chase’s Firm wide Risk Management function operates independently of marketing and product groups within the lines of business. The Chief Risk Officer (CRO) of the firm reports directly to the CEO and is accountable to the Board of Directors, primarily through the Directors Risk Policy Committee.

WM Investment Risk Management provides oversight of WM’s investment businesses to ensure that the risks taken in managed portfolios are appropriate to their investment objectives. The team covers all investing activities within WM, from product onboarding to regular monitoring and governance. Investment Risk works closely with the other risk disciplines within WM: Fiduciary risk, Credit risk, Operational risk and Reputational risk.

Investment Risk Officers are responsible for monitoring investment activities within specific products and asset classes. These risk professionals have specialist knowledge aligned to their coverage area. They have primary responsibility for the oversight and governance of investment risk within their covered businesses. In addition, they provide valuable feedback to their Risk colleagues and to the businesses they cover regarding fiduciary issues and emergent risk- or market-related topics.

Investment Risk Management- Analyst

In addition to its internally managed solutions, WM offers a number of Equity and Fixed income investment strategies by third party providers. These third party equity and fixed income funds are sourced by the Due Diligence Team for implementation in managed portfolios and client accounts. The Investment Risk team provides independent risk oversight of the various equity, fixed income and liquid alternative fund products and managed solutions offered by WM.

Responsibilities:

• Investment risk coverage for third party equity, fixed income and liquid alternative fund managers including specialized solutions and separately managed accounts utilizing these managers
• Independently  coordinate and conduct analysis on equity and fixed income funds presented by the Due Diligence teams
• Engage in regular dialogue with investment teams; provide an informed challenge to portfolio managers and due diligence teams
• Maintain market intelligence in the Equity and fixed income investments space, highlighting and escalating key risks on the horizon
• Assess risks in Equity and fixed income investment funds and solutions in response to market events, emergent risks or portfolio performance
• Present and discuss Equity and fixed income investments funds and solutions at Risk meetings