Strategic Portfolio Oversight Lead

JPMorganChase

Chicago (IL)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

Chase 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 and committee-ready exhibits. You will validate advisor rationale, facilitate governance discussions, and ensure closure of actions within a regulated wealth management environment.

The role requires FINRA registrations and 5+ years in portfolio supervision or analytics, with proficiency in Excel,

Qualifications

5+ years in portfolio supervision/oversight, surveillance, risk, investment due diligence, or portfolio analytics, focusing on outliers.
Demonstrated ability to analyze portfolio performance across accounts, positions, and transactions.
Strong ability to validate advisor rationale against guidelines and supervisory standards.

Responsibilities

Identify and triage advisory performance outliers using dispersion comparisons and key performance drivers.
Analyze client accounts at the portfolio, position, transaction, and risk/exposure level to link outcomes to decisions and market context.
Review, validate, and challenge advisor dispositions for completeness and consistency with the investment process and constraints.
Schedule and lead review meetings with Financial Advisors, documenting discussions and next steps.
Maintain action items and drive closed-loop follow-up with Financial Advisors.