Wealth Management, Operational Due Diligence, Vice President

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY is seeking an experienced professional to join the Operational Due Diligence team focused on alternative investments and risk evaluation.

You will support due diligence processes, coordinate questionnaires, and present findings to senior executives, contributing to governance and investment decision making.

Qualifications

• Experience in operational due diligence on investment managers.
• Strong understanding of financial markets and investment strategies.
• Proficient in Microsoft Office, especially Excel and PowerPoint, with strong organizational skills.
• Excellent written and verbal communication and problem-solving abilities.

Responsibilities

• Support the operational due diligence process for alternative investment managers.
• Coordinate and disseminate operational questionnaires across investment strategies.
• Prepare for and participate in due diligence meetings with managers (in person or virtual).
• Evaluate operational risks such as infrastructure, counterparties, servicing, valuation, cyber security, and regulatory issues.
• Review responses and score due diligence questionnaires to inform decisions.
• Collaborate with governance, risk, and internal audit partners and present findings to committees.

Skills

Operational due diligence

Financial markets

Analytical skills

Communication skills

Teamwork

Excel

Tools

Excel

PowerPoint

Job description

New York, NY, United States

Job Information

• Job Identification 210715678
• Job Category Product Development
• Business Unit Asset & Wealth Management
• Posting Date 02/24/2026, 05:28 PM
• Locations 270 Park Ave, New York, NY, 10017, US
• Job Schedule Full time

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Job Description

Job Summary:

You would be a member of the Operational Due Diligence team focused on alternative investments

Job Responsibilities:

• Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams
• Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
• Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and sometimes virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
• Reviewing and scoring responses to operational due diligence questionnaires
• Working collaboratively with control partners in governance, risk, compliance and internal audit
• Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
• Presenting analyses, findings and opinions at Investment and Governance Committee meetings

Required Qualifications, Capabilities, and Skills:

• You should have experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm (auditing hedge funds and/or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
• Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
• Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organizational and analytical skills
• Investigative skills and attention to detail
• Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
• Strong written, presentation, and communication skills
• Strong initiative, energy and confidence completing assignments

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.