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Wealth Management, OpenInvest, ESG Values Based Investing – Research, VP

Website JPMorgan Chase & Co.

Bank | Asset Manager

Job Responsibilities

  • Support the maintenance and expansion of OpenInvest Cause methodologies
  • Spearhead research efforts to identify, screen, and recommend novel datasets for VBI products
  • Select and design new evaluation metrics to determine company alignment with diverse values-based investment strategies 
  • Act as Subject Matter Expert on new and existing Cause methodologies; be able to understand and articulate the user journeys for Causes 
  • Support Annual Review of existing Cause methodologies across J.P. Morgan and OpenInvest stakeholder groups 
  • Facilitate the generation of new ideas/approaches for tangible sustainability metrics
  • Write methodology documentation for new and updated VBI products
  • Support research with J.P. Morgan to evaluate the demand for new and existing Cause products and applications
  • Explore opportunities to create bespoke VBI datasets and novel research for OpenInvest and J.P. Morgan
  • Research market best practices and opportunities for continued enhancements of Sustainable Investing products
  • Write content around our differentiated VBI approach and relevant sustainability themes/trends, supporting white papers and other thought leadership outputs
  • Collaborate and coordinate across Research Implementation, Development and Management teams to generate forward solutions 
  • Alongside team members, serve as subject matter expert on OpenInvest data sources and methodology across all VBI products
  • Support VBI educational initiatives for clients, advisors and stakeholder groups
  • Collaborate with other OpenInvest teams (possibly including Product, Engineering, and Marketing) on any and all Sustainable Investing/VBI initiatives
  • Work with J.P. Morgan and OpenInvest stakeholders to deliver products for a broad range of clients and specific client segments 

Required Qualifications, Skills And Capabilities

  • 7 – 11 years of experience in ESG, Sustainability, or SRI-related research (including impact investing, policy, and/or NGO experience)
  • Familiarity with investment products and wealth management
  • Experience presenting Sustainability data and solutions to clients and non-experts.
  • Exceptional written and verbal communication skills
  • Strong data analysis skills and analytical mindset
  • Excellent project management and organizational skills
  • Ability to present complex information in compelling and relatable terms
  • Experience with Excel
  • Strong sense of ownership and responsibility to colleagues and clients
  • A high degree of comfort with both approaching new challenges independently and close collaboration with colleagues as the situation requires 

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 and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

New York,NY $137,750.00 – $225,000.00 / year