Senior Associate Investor Support Defined Contribution Consulting

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.

ABOUT US

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.

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.