Investments & Research Team - Governance - Associate
Aumni
Join our Wealth Management Investments Governance team and play a pivotal role in shaping investment oversight and committee operations. Collaborate with diverse partners to ensure robust governance and seamless execution of strategic initiatives. Be part of a high-impact team dedicated to upholding fiduciary standards and driving operational excellence.
As an Associate within the Wealth Management Investments Governance team, you will support critical governance processes and committee operations. You will act as a key liaison between Investments Governance, Due Diligence, Risk, Compliance, Middle Office, and Technology partners. You will ensure the effective execution of governance procedures and contribute to strategic initiatives that enhance our investment oversight framework.
Job Responsibilities
• Coordinate and facilitate investment committee meetings, including scheduling, agenda development, and logistics management.
• Prepare high-quality slides, reports, and comprehensive committee materials for senior leadership and investment committees.
• Document and distribute accurate meeting minutes, tracking action items and ensuring timely follow-up on committee decisions.
• Manage stakeholder relationships across Due diligence, Risk, Product, Middle office, and Technology teams to drive alignment and collaboration.
• Support investment governance projects, proposals, and periodic reviews, ensuring adherence to established frameworks and timelines.
• Maintain governance documentation and reporting standards, ensuring compliance with internal policies and regulatory requirements.
• Partner with cross-functional teams to identify process improvements and enhance the effectiveness of governance operations.
• Provide responsive support for ad-hoc requests and strategic projects related to investment governance activities.
Required Qualifications, capabilities, and skills
• Bachelor's degree in Business, Finance, Economics, or related field.
• 3+ years of experience in governance, business management, operations, compliance or controls function.
• Proven ability to create polished, executive-level presentations and materials with strong attention to detail and design excellence.
• Excellent written and verbal communication skills, including the ability to prepare clear and concise meeting minutes and documentation.
• Strong organizational and project management abilities, with demonstrated skill in managing multiple priorities and meeting tight deadlines.
• Experience building and maintaining relationships with diverse stakeholder groups and driving collaborative outcomes.
• Intermediate to advanced proficiency in Microsoft Office Suite, particularly PowerPoint and Excel.
• Self-motivated with the ability to work independently and take initiative.
• Strong analytical and problem-solving skills with a detail-oriented mindset.
Preferred Qualifications, capabilities, and skills
• Knowledge of investment management processes, products, or governance frameworks.
• Familiarity with investment committee structures and decision-making processes.
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 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.
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.
Drive investment governance, committee operations, and cross-team collaboration for Wealth Management in a dynamic environment.