Investment Research, Ops Due Diligence - Insurance, VP

Job Description

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:

• Supporting the insurance carrier operational due diligence process 

• Setting up and disseminating operational due diligence questionnaires across a range of insurance carriers

• Reviewing and scoring responses to operational due diligence questionnaires

• 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

• Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at insurance carriers

• Working collaboratively with control partners in governance, risk, compliance and internal audit

• Presenting analyses, findings and opinions at Governance Committee meetings 

Essential Skills & Experience:

• Qualified professional with minimum of 7 years relevant work experience

• Experience performing and/or an understanding of how operational due diligence is conducted

• Related experience in operations, audit, compliance, consulting, and/or insurance (e.g., Big 4 Audit/Advisory, management consulting, regulatory agency)

• Familiarity with insurance company operations is a plus

• Advanced proficiency in using Microsoft Office programs including Excel and PowerPoint

• Exceptional organization and analytical skills

• Investigative skills and attention to detail

• Strong written, presentation, and communication skills

• Strong teamwork and interpersonal skills

• Demonstrated ability to analyze and solve problems and to manage multiple tasks at once

• Strong initiative, energy and confidence completing assignments 

 

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 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

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.​