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Wealth Management Investment Solutions - Investment Research Team - Operational Due Diligence

JP Morgan

Location: Greater London

Job Type: Full time


Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

Job Summary:

You would be a member of the Operational Due Diligence team within the Investment & Research Team within Wealth Management Investment Solutions.

Job Responsibilities:

  • Supporting the operational due diligence process for primarily traditional investment managers and collaborating with the Manager Solutions due diligence teams
  • Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
  • Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and virtual); 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
  • Reviewing and scoring responses to operational due diligence questionnaires
  • Working collaboratively with control partners in governance, risk, compliance and internal audit
  • Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
  • Presenting analyses, findings and opinions at Investment and Governance Committee meetings

Required Qualifications, Capabilities, and Skills:

  • You should have experience performing and / or an understanding of how operational due diligence is conducted on alternative investment managers from either working within an audit firm auditing investment products (traditional funds, hedge funds and / or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
  • Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
  • Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organisational and analytical skills
  • Investigative skills and attention to detail
  • Strong teamwork and interpersonal skillswith ability to thrive in a satellite office environment on a global team
  • Strong written, presentation, and communication skills
  • Strong initiative, energy and confidence completing assignments