JOB DESCRIPTION
Make an impact by strengthening fiduciary oversight and post-trade controls that help protect client outcomes and support a strong risk culture.
As a Discretionary Accounts Control Associate at JPMorganChase within the Private Bank in Wealth Management, you will provide first-line oversight for fiduciary accounts, partnering closely with Portfolio Management and Investor teams to support daily operations. The role focuses on ensuring adherence to client and internal investment guidelines, strengthening post-trade control processes, and proactively identifying and mitigating risk. You will also collaborate with Internal Audit, Compliance, and other control functions to remediate issues and contribute to strategic initiatives aligned to the fiduciary portfolio offering.
Job responsibilities
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Support the ongoing oversight of fiduciary accounts and provide day-to-day control support to Portfolio Management Groups/Investors
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Validate that investment parameters signed by clients are accurately reflected in systems and consistently applied
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Monitor fiduciary accounts for breaches/exceptions and ensure issues are appropriately investigated, escalated, documented, and resolved
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Support risk metrics, exception management, and mandate governance, including timely escalation where required
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Represent the team in governance committees and contribute to control and risk discussions with stakeholders
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Produce (and occasionally design) high-quality MI for senior regional management, ensuring accuracy, clarity, and actionable insights
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Lead monthly reviews with Regional Investment Team Leads to discuss post-trade exceptions, trends, root causes, and remediation actions
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Perform testing for system enhancements, new releases, and product launches to ensure control requirements are met
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Partner with Internal Audit, Compliance, and other control functions to remediate findings and strengthen the control environment
Participate in projects and strategic initiatives as directed by the Head of Discretionary Control to support the fiduciary portfolio offering
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Required qualifications, capabilities and skills
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Experience in Controls, Risk, Audit, or Governance within financial services
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Strong organization and attention to detail, with the ability to manage multiple deliverables under tight deadlines and re-prioritize effectively
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Strong Excel and PowerPoint skills, with the ability to produce senior-ready materials
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Strong communication and stakeholder management skills across levels, functions, and geographies; ability to communicate clearly with diverse audiences and language backgrounds
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Fluent English, written and spoken
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Professional maturity, independence, and comfort handling confidential data
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Strong interest in financial markets and investment products
Motivation to build a career in Wealth Management & Investment Solutions, with a genuine interest in governance, regulation, and risk management
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Preferred qualifications, capabilities and skills
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Private Banking experience is an advantage
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Additional language proficiency beyond English
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Exposure to analytics and automation tooling (e.g., Python, Alteryx, Tableau, Qlik Sense) is a plus
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.
Control Management maintains a strong and consistent control environment through a joint accountability model that aligns managers with each function and region to mitigate operational risk. The team focuses on four areas: Control Design & Expertise, Risks & Controls Identification/Assessment, Issues & Control Deficiencies and Control Governance & Reporting.