WM Investment Risk & Analytics - Senior Associate

Testing Site - JPMC; Mumbai; On-site; INR 1,500,000 - 2,800,000; Full time

Job summary

Testing Site - JPMC in Mumbai seeks an associate for Wealth Management Investment Risk & Analytics to support risk oversight of managed strategies across the WM Private Bank and Consumer Bank units. You will partner with senior risk leaders to review risk profiles and drive governance across a broad set of assets.

The role requires 5+ years in financial services, with 1–3 years in risk, and proficiency in data analysis, visualization (Tableau) or programming (Python/VBA) to support risk

Qualifications

• Bachelor's degree or equivalent in Finance, Engineering or similar fields. Master's degree in Finance or similar fields, CFA, FRM a plus
• At least 5 years’ experience in Financial Services, with 1-3 years related to Risk management or Investment risk
• Experience with investment products across fixed income and equities; strong analytical capabilities and data visualization skills

Responsibilities

• Identify and assess risk in investment activities and escalate issues to senior management
• Collaborate with Investment Research, and Due Diligence teams to understand risk profiles
• Participate in deep dive reviews of top portfolio risks and exposures in context of market events
• Develop understanding of methodologies and suggest process enhancements
• Represent Risk in meetings and review key risk issues
• Work with controls and policy teams to ensure documentation aligns with firm initiatives and audits
• Assist in improving risk transparency and infrastructure
• Technical writing skills are a plus

Skills

Financial risk

Data analysis

Communication

Team collaboration

Curiosity

Education

Master's degree in Finance or related field

Bachelor's degree in Finance, Engineering or similar

CFA/FRM a plus

Tools

Tableau

Python

VBA

Job description

Wealth Management (WM) Investment Risk & Analytics (IR&A) is responsible for the risk oversight of the Managed Strategies from end to end across the WM’s Private Bank and Consumer Bank businesses. Managed Strategies consist of JPMorgan’s own proprietary products and third-party funds including registered funds, exchange traded funds (ETFs), separately managed accounts, hedge funds, private equity and real estate funds, etc. We cover investments starting with product onboarding, to ongoing governance and proactive oversight of risks arising from the management of over $1 trillion in AUM. We are looking for an associate to partner with senior members of our team to oversee business activities related to investment risk.

Job responsibilities:

• Identify and assess risk in investment activities, recommend risk mitigation strategies and escalate issues / concerns to senior management.
• Collaborate with Investment Research Team, Investment and Operational Due Diligence Teams to develop and maintain understanding of risk profiles of funds and portfolios.
• Participate in deep dive reviews analyzing top portfolio risks and exposures, in the context of market events and emerging risks
• Strive to develop a deep understanding of methodologies, processes and procedures and suggest enhancements;
• Represent Risk in working groups and/or meetings and review key risk issues, as appropriate
• Work across different risk functions, including the controls team and policy governance team to ensure documentation related to investment risk strategies are in line with firm wide initiatives, as well as audit and regulatory compliant.
• Assist efforts to improve risk transparency and infrastructure
• Technical writing skills a plus

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent in Finance, Engineering or similar fields. Master's degree in Finance or similar fields, CFA, FRM a plus
• At least 5 years’ experience in Financial Services, with at least 1-3 years related to Risk management or Investment risk
• Have experience with investment products across multiple asset classes such as fixed income and equities
• Are analytically inclined, with knowledge of data visualization tools (such as. Tableau) or programming (such as VBA, Python) being an added advantage
• Strong communication and interpersonal skills, collaborative and inquisitive nature.
• Are intellectually curious and demonstrate a willingness to take on responsibilities that might lay outside your immediate area of expertise
• Are comfortable working with large, diverse data sets