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