Research Analyst - Operational Due Diligence

You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team.

As a Research Analyst in the Operational Due Diligence team you will spend each day defining, refining, and delivering set goals for our firm by supporting the operational due diligence process for alternative investment managers (hedge fund, private equity, real estate, private credit, and venture capital) and collaborating with the Private investment due diligence team

Job responsibilities

• Monitor the operational due diligence process for alternative investment managers (hedge fund, private equity, real estate, private credit, and venture capital) and collaborating with the Private investment due diligence team
• Set and disseminating operationally focused questionnaires across a range of investment strategies
• Assist in conducting ongoing due diligence on fund managers and investment strategies.
• Prepare 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.
• Review and analyze fund financial statements.
• Work collaboratively with control partners in governance, risk, compliance, and internal audit.
• Present analysis, findings and opinions at Investment and Governance Committee meetings

Required 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 detail

Preferred qualifications, capabilities, and skills

• CFA/CAIA designation or any progression towards it will be a plus.

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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.