Investment Risk & Analytics - Senior Analyst

Testing Site - JPMC; Columbus (OH); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorganChase in Columbus, OH invites a Senior Analyst to lead risk oversight of Managed Strategies across Wealth Management, from onboarding to ongoing monitoring, delivering timely insights to senior stakeholders. This role spans Alternatives, Fixed Income, Equity, and Mutual Funds; you will influence governance, policy alignment, and audit readiness, with collaboration across teams.

You will drive data‑driven risk analysis, build dashboards, and help shape risk frameworks while partnering

Qualifications

• Bachelor’s degree in Finance, Engineering, or related field.
• 2+ years of experience in financial services with exposure to investment risk, product oversight, research, or portfolio analytics.
• Proficiency with investment products, including Alternatives, Fixed Income, Equity, and Mutual Funds, and their distinct risk profiles.
• Strong analytical and problem‑solving skills with the ability to interpret complex data and translate into clear actions.
• Excellent written and verbal communication skills; adept at presenting complex concepts to senior stakeholders.
• Demonstrated experience in identifying, assessing, and escalating risk issues with sound judgment and follow‑through.
• Familiarity with governance, audit, and regulatory expectations related to investment products and oversight.
• Collaborative mindset with proven ability to work across lines of business and functional teams.
• High attention to detail and organizational skills to manage multiple priorities in a fast‑paced environment.
• Comfort with data‑driven analysis and business intelligence tools for monitoring and reporting.

Responsibilities

• Identify emerging and thematic risk issues across Managed Strategies and recommend targeted mitigation actions to protect clients and the firm.
• Assess investment activities for market, liquidity, concentration, and operational risks and elevate material issues to senior management with clear rationale.
• Partner with the Business and Due Diligence teams to articulate product‑specific risk considerations and suitability implications.
• Conduct deep dives on investments and managers, including stress testing, scenario analysis, and performance attribution to isolate key drivers.
• Lead or contribute to ad hoc risk analytics projects that enhance oversight, controls, and reporting quality.
• Maintain and advance domain knowledge on sustainable investing, integrating industry standards and trends into risk reviews and frameworks.
• Represent Risk in cross‑functional working groups and committees, synthesizing complex topics into crisp, decision‑ready insights.
• Coordinate with Controls and Policy Governance to ensure investment risk documentation aligns with firmwide standards and remains audit and regulatory compliant.
• Contribute to the design and enhancement of risk metrics, dashboards, and monitoring tools to improve transparency and timeliness.
• Build strong stakeholder relationships across portfolio management, product, legal, compliance, and operations to drive end‑to‑end accountability.
• Support continuous improvement of risk methodologies, including model and assumption reviews, back‑testing, and control enhancements.

Skills

Analytical skills

Problem solving

Communication skills

Governance knowledge

Regulatory awareness

BI tools

Data-driven analysis

Cross-functional collaboration

Attention to detail

Prioritization

Education

Bachelor’s degree in Finance/Engineering

Master’s degree or CFA candidacy

Tools

Tableau

Python

VBA

Excel

Job description

Join a high-impact team at JPMorganChase that safeguards over $1 trillion in AUM across the Global Private Bank and Consumer Bank. You’ll partner directly with investors, due diligence, and control functions to elevate the risk posture of proprietary and third‑party strategies. From portfolio deep dives to governance leadership, your analysis will influence senior decisions and client outcomes. If you thrive at the intersection of markets, risk, and analytics, this is your opportunity to shape our investment risk framework. Grow your career with a firm committed to innovation, integrity, and client excellence.

As a Senior Analyst, Investment Risk & Analytics in Global Private Bank Investment Risk & Analytics (IR&A), you will lead risk oversight of Managed Strategies spanning proprietary products and third‑party funds across Wealth Management. You will assess investment risks throughout the product lifecycle—from onboarding through ongoing monitoring—providing timely, actionable insights to senior stakeholders. This role offers broad exposure to Alternatives, Fixed Income, Equity, and Mutual Funds, and the ability to influence governance, policy alignment, and audit readiness across the platform.

Job Responsibilities:

• Identify emerging and thematic risk issues across Managed Strategies and recommend targeted mitigation actions to protect clients and the firm.
• Assess investment activities for market, liquidity, concentration, and operational risks and elevate material issues to senior management with clear rationale.
• Partner with the Business and Due Diligence teams to articulate product‑specific risk considerations and suitability implications.
• Conduct deep dives on investments and managers, including stress testing, scenario analysis, and performance attribution to isolate key drivers.
• Lead or contribute to ad hoc risk analytics projects that enhance oversight, controls, and reporting quality.
• Maintain and advance domain knowledge on sustainable investing, integrating industry standards and trends into risk reviews and frameworks.
• Represent Risk in cross‑functional working groups and committees, synthesizing complex topics into crisp, decision‑ready insights.
• Coordinate with Controls and Policy Governance to ensure investment risk documentation aligns with firmwide standards and remains audit and regulatory compliant.
• Contribute to the design and enhancement of risk metrics, dashboards, and monitoring tools to improve transparency and timeliness.
• Build strong stakeholder relationships across portfolio management, product, legal, compliance, and operations to drive end‑to‑end accountability.
• Support continuous improvement of risk methodologies, including model and assumption reviews, back‑testing, and control enhancements.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Finance, Engineering, or a related field; Master’s in Finance or CFA candidacy a plus.
• Minimum 2 years of experience in financial services with exposure to investment risk, product oversight, research, or portfolio analytics.
• Proficiency with investment products, including Alternatives, Fixed Income, Equity, and Mutual Funds, and their distinct risk profiles.
• Strong analytical and problem‑solving skills with the ability to interpret complex data and translate into clear actions.
• Excellent written and verbal communication skills; adept at presenting complex concepts to senior stakeholders.
• Demonstrated experience in identifying, assessing, and escalating risk issues with sound judgment and follow‑through.
• Familiarity with governance, audit, and regulatory expectations related to investment products and oversight.
• Collaborative mindset with proven ability to work across lines of business and functional teams.
• High attention to detail and organizational skills to manage multiple priorities in a fast‑paced environment.
• Comfort with data‑driven analysis and business intelligence tools for monitoring and reporting.
• Commitment to continuous learning, especially on sustainability topics and evolving industry best practices.

Preferred Qualifications, Capabilities, and Skills:

• Master’s degree in Finance; CFA and/or FRM designation or candidacy.
• Experience with data visualization (e.g., Tableau) to build insightful risk dashboards and reports.
• Programming skills (e.g., Python or VBA) to automate analyses, stress tests, or data quality checks.
• Prior exposure to manager due diligence, product onboarding, or multi‑asset risk frameworks.
• Working knowledge of scenario design, stress testing methodologies, and performance/risk attribution.
• Experience engaging in control design, policy governance, and audit preparation within financial institutions.
• Track record of influencing cross‑functional stakeholders and driving execution on risk remediation plans.