Make an impact by strengthening fiduciary oversight and post-trade controls that help protect client outcomes and support a strong risk culture.
As a Discretionary Accounts Control Associate at JPMorganChase within the Private Bank in Wealth Management, you will provide first-line oversight for fiduciary accounts, partnering closely with Portfolio Management and Investor teams to support daily operations. The role focuses on ensuring adherence to client and internal investment guidelines, strengthening post-trade control processes, and proactively identifying and mitigating risk. You will also collaborate with Internal Audit, Compliance, and other control functions to remediate issues and contribute to strategic initiatives aligned to the fiduciary portfolio offering.
Job responsibilities
- Support the ongoing oversight of fiduciary accounts and provide day-to-day control support to Portfolio Management Groups/Investors
- Validate that investment parameters signed by clients are accurately reflected in systems and consistently applied
- Monitor fiduciary accounts for breaches/exceptions and ensure issues are appropriately investigated, escalated, documented, and resolved
- Support risk metrics, exception management, and mandate governance, including timely escalation where required
- Represent the team in governance committees and contribute to control and risk discussions with stakeholders
- Produce (and occasionally design) high-quality MI for senior regional management, ensuring accuracy, clarity, and actionable insights
- Lead monthly reviews with Regional Investment Team Leads to discuss post-trade exceptions, trends, root causes, and remediation actions
- Perform testing for system enhancements, new releases, and product launches to ensure control requirements are met
- Partner with Internal Audit, Compliance, and other control functions to remediate findings and strengthen the control environment
- Participate in projects and strategic initiatives as directed by the Head of Discretionary Control to support the fiduciary portfolio offering
Required qualifications, capabilities and skills
- Experience in Controls, Risk, Audit, or Governance within financial services
- Strong organization and attention to detail, with the ability to manage multiple deliverables under tight deadlines and re-prioritize effectively
- Strong Excel and PowerPoint skills, with the ability to produce senior-ready materials
- Strong communication and stakeholder management skills across levels, functions, and geographies; ability to communicate clearly with diverse audiences and language backgrounds
- Fluent English, written and spoken
- Professional maturity, independence, and comfort handling confidential data
- Strong interest in financial markets and investment products
- Motivation to build a career in Wealth Management & Investment Solutions, with a genuine interest in governance, regulation, and risk management
Preferred qualifications, capabilities and skills
- Private Banking experience is an advantage
- Additional language proficiency beyond English
- Exposure to analytics and automation tooling (e.g., Python, Alteryx, Tableau, Qlik Sense) is a plus
Skills Required
- Experience in Controls, Risk, Audit, or Governance within financial services
- Strong organization and attention to detail, including managing multiple deliverables under tight deadlines
- Strong Microsoft Excel and PowerPoint skills, including production of senior-ready materials
- Strong communication and stakeholder management skills across functions, levels, and geographies
- Fluent written and spoken English
- Professional maturity, independence, and comfort handling confidential data
- Strong interest in financial markets and investment products
- Motivation to build a career in Wealth Management and Investment Solutions, with interest in governance, regulation, and risk management
- Private Banking experience
- Additional language proficiency beyond English
- Exposure to analytics and automation tools such as Python, Alteryx, Tableau, or Qlik Sense
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
-
Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
-
Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
-
Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
