Portfolio Oversight & Governance Leader

JPMorgan Chase & Co.

Chicago (IL)

On-site

USD 110,000 - 160,000

Full time

14 days+

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

JPMorgan Chase & Co. is seeking a Portfolio Oversight Manager in Wealth Management Supervision to lead structured reviews of advisory portfolio performance outliers and translate findings into clear documentation for governance committees.

You will validate advisor rationale, facilitate review discussions, and ensure actions are completed in a regulated wealth management, RIA, and broker-dealer environment with an evidence-based, client-focused approach.

Qualifications

FINRA Series 7 and Series 66 registrations required.
5+ years in portfolio supervision, oversight, or risk with emphasis on outlier reviews.
Strong knowledge of equities, fixed income, ETFs, mutual funds, and options.
Ability to analyze portfolio performance across accounts, positions, transactions, and risk.
Excellent written and verbal communications for governance materials and committee reviews.
Proficiency in Excel, PowerPoint, and Word; maintain audit-ready logs and notes.
Experience with governance processes and escalation to close out actions.

Responsibilities

Identify and triage advisory performance outliers using dispersion comparisons and key performance drivers.
Analyze client accounts at portfolio, position, transaction, and risk/exposure levels to link outcomes to decisions and market context.
Review and validate advisor dispositions for completeness, internal consistency, and alignment with investment process.