Chase Bank

Wealth Management Investment Risk Analyst

Chase Bank

Ohio, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Chase Bank! We are currently seeking a highly skilled and motivated Wealth Management Investment Risk Analyst to join our team. In this role, you will play a crucial role in the management of investment risks for our wealth management clients. As a member of our team, you will have the opportunity to work with a dynamic and collaborative group, as well as have access to innovative tools and resources to support your professional growth. We are looking for someone who is detail-oriented, analytical, and has a passion for managing investment risks. If you have a strong background in finance, risk assessment, and a drive to excel in a fast-paced environment, we would love to hear from you!

  1. Conduct thorough risk assessments for wealth management clients to identify potential investment risks and develop strategies to mitigate them.
  2. Monitor and analyze market trends, economic conditions, and regulatory changes to identify potential risks and provide recommendations to senior management.
  3. Develop and implement risk management policies and procedures to ensure compliance with industry regulations and company standards.
  4. Collaborate with other departments, such as investment advisors and portfolio managers, to assess and manage risk exposure for clients.
  5. Utilize advanced analytical tools and techniques to evaluate investment portfolios and identify potential risks.
  6. Communicate effectively with clients to discuss risk management strategies and address any concerns or questions they may have.
  7. Maintain up-to-date knowledge of industry best practices and trends in risk management to continuously improve processes and procedures.
  8. Prepare detailed reports and presentations on investment risk analysis and present findings to senior management and clients.
  9. Conduct regular stress tests and scenario analysis to evaluate the resilience of investment portfolios and identify potential vulnerabilities.
  10. Participate in ongoing training and development opportunities to enhance skills and knowledge in risk management and investment strategies.
  11. Collaborate with the compliance team to ensure all risk management practices are in line with regulatory requirements.
  12. Proactively identify and escalate any potential or emerging risks to senior management.
  13. Assist with the development and implementation of new risk management tools and technologies to improve efficiency and effectiveness.
  14. Collaborate with colleagues to maintain a positive and collaborative team environment.
  15. Uphold the company's values and maintain a high level of professionalism at all times.
Where is this job?
This job is located at Ohio, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • 3-5 Years Of Experience In Investment Risk Analysis, Preferably In A Wealth Management Setting.

  • Strong Understanding Of Financial Markets And Investment Products, Including Equities, Fixed Income, And Alternative Investments.

  • Proficient In Risk Management Techniques And Methodologies, Such As Value At Risk (Var), Stress Testing, And Scenario Analysis.

  • Excellent Analytical Skills And Attention To Detail, With The Ability To Identify And Evaluate Potential Risks And Make Data-Driven Recommendations.

Required Skills
  • Financial Analysis

  • Data Analysis

  • Market Research

  • Portfolio Management

  • Compliance Management

  • Risk assessment

  • Risk Mitigation

  • Performance monitoring

  • Asset allocation

  • Portfolio optimization

  • Investment planning

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Investment Risk Analyst in Ohio, USA is between $62,000 to $95,000 per year. However, this can vary depending on factors such as experience, education, and specific job responsibilities.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 25th, 2025
Apply BeforeJuly 8th, 2026
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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