Senior Associate Defined Contribution Consulting

You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team.  Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.

As an Investment Consultant professional in our Defined Contribution (DC) Consulting team you will spend each day defining, refining and delivering set goals for our firm.

Job Responsibilities:

• Develop mapping documents and investment proposal reports with analytical commentary for client meetings.
• Write market and fund commentaries for Defined Contribution (DC) plans.
• Provide analytics for fund monitoring and replacement recommendations to support the Investment Consulting (IC) team.
• Manage and verify data, correct menu issues with recordkeepers, and oversee governance metrics.
• Implement fund change requests and establish criteria for monitoring plans.
• Ensure compliance and accuracy in all data management and governance processes.
• Support advisor inquiries on fund availability and associated resources.

Required qualifications, capabilities, and skills:

• 5+ years of hands-on Investment Consulting experience with excellent knowledge of DC plans
• Aptitude for problem solving that relies on complex data, attention to detail, quantitative analysis and Microsoft Office applications  
• Ability to thrive in a collaborative environment on a global team
• Adept in using Morningstar Direct tool
• Strong quantitative/analytical abilities as well as written/verbal presentation skills

Preferred qualifications, capabilities, and skills

• CFA charterholder or any progress to CFA charter
• Proficient in utilizing Python, Tableau, and other analytical tools.

JPMorgan Chase & Co., 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.