Due Diligence Research Analyst
Chase bank
You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team.
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.
Job responsibilities
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 meetingsRequired 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 detailPreferred Qualifications, Capabilities, and Skills
Exceptional organization and analytical skills CFA/CAIA designation or any progression towards it will be preferred
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