JP Morgan Chase

Runs a consumer bank and an investment bank

Investment Research - Multiple Teams

Risk ManagementConfirmed live in the last 24 hours

Full-timeNew York, NY, USA$160k - $245kIn-person

About the Job

Requirements

At least 7 years of relevant work experience.
Experience performing operational due diligence or an understanding of how operational due diligence is conducted.
Related experience in operations, audit, compliance, consulting, or insurance, such as Big 4 audit/advisory, management consulting, or work at a regulatory agency.
Advanced proficiency with Microsoft Office programs, including Excel and PowerPoint.
Exceptional organizational and analytical skills.
Investigative skills and attention to detail.
Strong writing, presentation, and communication skills.
Strong teamwork and interpersonal skills.
Demonstrated ability to analyze and solve problems and manage multiple tasks simultaneously.
Strong initiative, energy, and confidence in completing assignments.

Responsibilities

Support the insurance carrier operational due diligence process.
Set up and disseminate operational due diligence questionnaires across a range of insurance carriers.
Review and score responses to operational due diligence questionnaires.
Lead and participate in operational due diligence meetings with insurance carriers in the United States and EMEA, evaluating and forming opinions on operational risks such as organizational infrastructure, service providers, business resiliency, information security, compliance, and regulatory issues.
Represent the firm before C-level executives, including COOs, CFOs, CCOs, and CTOs, at insurance carriers.
Work collaboratively with control partners in governance, risk, compliance, and internal audit.
Present analyses, findings, and opinions at Governance Committee meetings.

Desired Qualifications

Familiarity with insurance company operations.

About Wealth Management

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high-net-worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.

About Wealth Management Investment Solutions

Investment Solutions provides Wealth Management clients with solutions across investments, insurance, and more.

Role Overview

The professional will be a member of the Operational Due Diligence team within the Investment Research Team within Wealth Management Investment Solutions.

Key Responsibilities:

Supporting the insurance carrier operational due diligence process
Setting up and disseminating operational due diligence questionnaires across a range of insurance carriers
Reviewing and scoring responses to operational due diligence questionnaires
Leading and participating in operational due diligence meetings with insurance carriers (US and EMEA); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, service providers, business resiliency, information security, compliance and regulatory issues
Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at insurance carriers
Working collaboratively with control partners in governance, risk, compliance and internal audit
Presenting analyses, findings and opinions at Governance Committee meetings

Essential Skills & Experience:

Qualified professional with minimum of 7 years relevant work experience
Experience performing and/or an understanding of how operational due diligence is conducted
Related experience in operations, audit, compliance, consulting, and/or insurance (e.g., Big 4 Audit/Advisory, management consulting, regulatory agency)
Familiarity with insurance company operations is a plus
Advanced proficiency in using Microsoft Office programs including Excel and PowerPoint
Exceptional organization and analytical skills
Investigative skills and attention to detail
Strong written, presentation, and communication skills
Strong teamwork and interpersonal skills
Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
Strong initiative, energy and confidence completing assignments

Base Pay/Salary: New York,NY $160,000.00-$245,000.00

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

Recently Posted Jobs

Explore more opportunities at JP Morgan Chase

See more jobs