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:
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Supporting the insurance carrier operational due diligence process
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Setting up and disseminating operational due diligence questionnaires across a range of insurance carriers
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Reviewing and scoring responses to operational due diligence questionnaires
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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
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Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at insurance carriers
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Working collaboratively with control partners in governance, risk, compliance and internal audit
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Presenting analyses, findings and opinions at Governance Committee meetings
Essential Skills & Experience:
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Qualified professional with minimum of 7 years relevant work experience
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Experience performing and/or an understanding of how operational due diligence is conducted
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Related experience in operations, audit, compliance, consulting, and/or insurance (e.g., Big 4 Audit/Advisory, management consulting, regulatory agency)
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Familiarity with insurance company operations is a plus
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Advanced proficiency in using Microsoft Office programs including Excel and PowerPoint
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Exceptional organization and analytical skills
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Investigative skills and attention to detail
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Strong written, presentation, and communication skills
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Strong teamwork and interpersonal skills
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Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
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Strong initiative, energy and confidence completing assignments
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Minimum of 7 years of relevant work experience
- Experience performing or understanding operational due diligence
- Experience in operations, audit, compliance, consulting, insurance, regulatory agencies, or Big 4 audit/advisory
- Advanced proficiency with Microsoft Office, including Excel and PowerPoint
- Exceptional organizational and analytical skills
- Investigative skills and strong attention to detail
- Strong written, presentation, and communication skills
- Strong teamwork and interpersonal skills
- Ability to analyze and solve problems and manage multiple tasks
- Strong initiative, energy, and confidence completing assignments
- Familiarity with insurance company operations
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.
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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.
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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.
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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.
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