PMG Controls Associate
Job Description
The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business. PMG is responsible for implementing investment strategy, portfolio construction, and risk management across investment management and trust portfolios. PMG partners closely with Investment Strategy, Trading, Product, Technology, Operations, Risk, and Compliance teams to deliver investment solutions and support the evolving needs of our clients.
The Portfolio Management Group (PMG) Controls team serves as a strategic partner to the business, supporting governance, risk management, business transformation, and operational excellence across PMG.
Job Responsibilities
- Support PMG strategic initiatives focused on business transformation, risk reduction, and operational efficiency.
- Partner across PMG, Technology, Operations, Risk, Compliance, and Business Management to deliver key business priorities.
- Assist in the development of oversight tools, dashboards, and workflow solutions that improve transparency and scalability.
- Analyze business processes and identify opportunities to strengthen controls and improve efficiency.
- Prepare management reporting, governance materials, and executive presentations.
- Support control testing, audit readiness, issue remediation, and governance activities.
- Participate in error reviews and trend analysis to drive continuous improvement.
- Assist with requirements gathering, user testing, and implementation of strategic business and technology initiatives.
Required Qualifications, Skills and Capabilities
- Bachelor's degree in Finance, Business, Economics or related discipline.
- 3-7 years of experience in Wealth Management, Financial Services, Risk, Controls, Operations, Project Management, or Business Management.
- Demonstrated solid understanding of investments with a keen interest in broadening knowledge of portfolio management.
- Strong analytical, organizational, and problem-solving skills.
- Demonstrated ability to manage multiple priorities and collaborate across stakeholders.
- Strong communication and presentation skills.
- Interest in business transformation, process improvement, and technology-driven solutions.
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
- Strong organizational skills to manage recurring deliverables and stakeholder follow-ups
- Detail-oriented with experience reviewing procedures, evidence, metrics, and control documentation
- Strong written communication skills for drafting governance updates and executive-ready summaries
- Comfortable working across Operations, Technology, Compliance, Legal, Business Management, Audit, and front-office stakeholders
- Ability to synthesize operational issues into themes, risks, actions, and ownership
- Curious, proactive, and willing to learn PMG platforms, processes, controls, and escalation routines
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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