Valuation Oversight Specialist

Valuation Oversight Specialist at JPMorganChase

Join JPMorgan Asset Management and play a key role in valuation oversight for a diverse range of global investment funds. Collaborate with cross-functional teams and external partners to ensure robust governance and compliance. Advance your career by driving process improvements and supporting strategic initiatives in a dynamic environment.

As a Valuation Oversight Specialist within the Product Administration team, you execute end-to-end valuation oversight procedures and controls for global funds. You prepare management and governance reporting, manage audit requirements, and implement changes to valuation models and policies. You work closely with internal and external stakeholders to ensure comprehensive controls and clear communication across asset classes and fund structures.

Job Responsibilities

• Execute end-to-end valuation oversight procedures and controls for investment funds.
• Analyze and document valuation decisions, adjustments, and market events impacting valuations.
• Oversee pricing vendors and service providers, managing valuation-related queries and escalations.
• Prepare and review management and governance reporting for senior stakeholders.
• Manage policy and procedure updates and approvals in line with firm standards.
• Ensure completeness of valuation documentation for audit trail purposes.
• Coordinate and manage audit requirements with internal control teams and external parties.
• Resolve identified gaps in valuation reviews and audits promptly.
• Evaluate and implement changes to valuation oversight models, policies, and procedures.
• Review pricing vendor capabilities and assess valuation risks for new products or initiatives.
• Develop and maintain strong relationships with internal and external groups involved in valuations.

Required Qualifications, Capabilities, And Skills

• Demonstrate a minimum of 5 years’ experience in investment management with a focus on valuations.
• Attain professional qualifications such as Chartered Accountant, ACCA, CPA, or CFA.
• Apply knowledge of valuation standards, methodologies, and techniques across asset classes and complex instruments.
• Exhibit technical and business knowledge of asset management and investment fund structures.
• Utilize proficiency in MS Office tools (Outlook, Excel, Word, PowerPoint).
• Communicate effectively with excellent written, verbal, and presentation skills.
• Build strong relationships and manage stakeholders internally and externally.

Preferred Qualifications, Capabilities, And Skills

• Leverage knowledge of VBA, Alteryx, Python, and automation solutions including LLM.
• Operate effectively as part of a cross-functional and global team.
• Organize and prioritize multiple deliverables with a high sense of responsibility.
• Demonstrate strong accuracy, attention to detail, and ability to work autonomously.
• Show a positive attitude toward compliance, controls, and firmwide standards.
• Present information clearly to valuation stakeholders, governance bodies, and senior management.
• Support process improvements and strategic initiatives in valuation oversight.

About JPMorganChase

JPMorganChase, 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.

Key skills/competency

• Valuation Oversight
• Investment Funds
• Financial Reporting
• Audit Management
• Policy Implementation
• Stakeholder Management
• Risk Assessment
• Asset Classes
• Data Analysis
• Compliance & Governance