Job Purpose:
- The Investment Directors is a global in-business oversight team that combines fiduciary oversight with embedded risk management
- The team conducts quarterly investment reviews of all strategies and works closely with the portfolio management teams to develop a suitable risk oversight framework
- The area of coverage includes two distinct lines of business, Beta Strategies and Multi-Asset Solutions
- This London-based position will focus primarily on the accounts managed by Beta Strategies, however the successful candidate should expect to be involved in all of the Investment Directors Team’s activities
- We’re looking for an associate to VP level candidate who will report to the global head of IDR based in New York
- J.P. Morgan Beta Strategies creates and manages quantitative, rules based strategies across a wide spectrum of exposures including strategic beta, alternative beta, custom beta solutions and market cap weighted indices.
Your Responsibilities:
- As part of the global team, support an investment oversight protocol for all strategies managed by Beta Strategies in London, New York, and Columbus
- As a secondary focus, the candidate will be engaged with the strategies under Multi-Asset Solutions as well
- Duties include facilitating the quarterly investment review process, monitoring and interpreting a wide range of risk and performance measures, maintaining an ongoing dialogue and consultative feedback with local investment teams, and liaison with various corporate groups
- Actively participate and assist to formulate the agenda of the Investment Director Review meetings to evaluate results of investment strategies against objectives, investment guidelines, and client expectations
- Assist in formulating the agenda of the reviews, develop the materials and perform the analysis given the wide array of products
Provide representation of Investment Directors for EMEA-related firm wide and regulatory related discussions - Support senior team members in representation to the regional fund Boards and senior management
- Manage investment oversight coverage of global portfolios by closely interacting with team members and analysts in London, New York, Columbus, and Hong Kong
- A successful candidate should be comfortable building and maintaining work relationships over long distance
- As part of oversight team participate in the global projects developing analytical solutions, supporting infrastructure, and maintaining reporting
- Global focus of the team may require flexibility to work global hours.
Skills and Qualifications:
- Broad market and/or risk management experience covering Fixed Income, FX, Equity, and hybrid/structured products in both cash and derivatives markets
- An ideal candidate will have at least five years of experience preferably in a quantitative and/or multi-asset environment
Familiarity and practical experience with various risk measures as applied to a range of asset classes - Knowledge of mutual funds and buys side experience will be helpful for this role
- Ability to leverage technology to maintain and enhance risk and performance management models and framework
- Excellent Excel skills are required, ability to code is desirable
- Excellent written and verbal communication skills are critical for this role, as well as the ability to prepare and support delivery of executive level presentations
- Self-starter with the ability to multi-task across a wide range of investment strategies, products and global teams.
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