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Wealth Management Investment Solutions, Investments Due Diligence, Analyst

About J.P.

Morgan

JPMorgan Chase & Co .

is a leading global financial services firm with assets of more than $1.7 trillion, over 240,000 employees and operations in over 60 countries.

It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

About Wealth Management

With more than 160 years of experience, J.P.

Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.

Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.

The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.

About Investment Solutions

Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

Role Overview

The position is for an Analyst for the Global Beta team, based in New York City.

The Global Beta Analyst will be a member of the Manager Solutions Team within the Wealth Management Investment Solutions business.

The Manager Solutions Team oversees over $600bn in assets invested in mutual funds, ETFs, and SMAs.

The Global Beta team is responsible for performing due diligence on, and collaborating with, external third-party passive and systematic managers who provide Wealth Management clients with access to exposures across Equity, Fixed Income, Commodities, and Alternatives across a range of vehicle types.

The position will partner with the New York and London Researchers to primarily perform data analytics and research on current and future products, the platform and industry as well as other activities central to the Beta team's function.

Job Responsibilities:


* Run tailored universe screens to identify potential solutions, combining both qualitative and quantitative research.


* Review global product universes including, but not limited to, UCITS and 40Act strategies - Identifying market trends, and where appropriate, working with providers to launch innovative exposures..


* Stay at the forefront of product evolution and initiatives within the broader universe of ETFs and passive investing


* Conduct and present attribution, holdings, and factor analysis across a wide range of asset classes and investment types to varying key stakeholders across the Wealth Management business..


* Run and distribute a range of performance metrics for the approved platform


* Support the use, implementation and enhancement of analytical tools utilized by the team


* Perform ad-hoc analysis on a wide range of data and analytical topics under tight deadlines


* Liaise with the technology team...




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