ESG|Sustainable Investing Testing Specialist | Associate

You are a strategic thinker passionate about driving solutions in Suitability Testing . You have found the right team

OpenInvest, a J.P. Morgan Chase company, is a values-based financial services leader with a mission to align capital with social and environmental values. Founded in 2015 by FinTech and ESG veterans, OpenInvest’s platform unlocks a personalized and engaging end-to-end client experience, including dynamic custom indexing, impact reporting, proxy voting, and more. OpenInvest was acquired by JPMC in June of 2021. JPMC services are used in half of all American households: join us to help design and offer sustainable finance solutions on the greatest scale, nationwide and across the world.

We are looking for a Testing Specialist to help us optimize and scale our statistical testing capabilities for ESG/Sustainable Investing OpenInvest Research Solutions. We are a leading provider of ESG/Sustainable Investing data-driven investment solutions, and we are looking for a committed team member to help grow and maintain our data testing capabilities across a wide range of solutions use cases. Using your knowledge of ESG data sets, statistical analysis, and stakeholder relationship, you will curate OpenInvest’s testing capabilities, routinely test OpenInvest Research solutions for suitability in applicable use cases, provide input to needed testing tool requirement and communicate testing results to a cross-functional audience of research, engineering, marketing, sales enablement, product, and data management stakeholders.

Job Responsibilities:

Support efforts to test and maintain OpenInvest Research solutions, including suitability testing for identified use cases in products, reporting, diagnostics, and others as we expand our solutions to new offerings.
Manage the end-to-end process of new OpenInvest research solutions, including but not limited to testing data sets for statistical biases across asset classes, regions, and other parameters, reporting results that fall outside the acceptable range of expected results, validating testing results and facilitating the sign off of results with OpenInvest and JP Morgan stakeholders.
Partner with Research Development and Engineering on new testing tool requirements definition, test new technical features and provide a continuous feedback loop on tool performance and issues requiring improvement.
Serve as the single point of contact for OpenInvest Research solutions testing requirements across both OpenInvest and JP Morgan stakeholders And Liase with OpenInvest, Research, Development and Engineering teams to understand technical and operational pain points realted to testing and share updates on OpenInvest, JPM and industry solutions testing trends and identify new areas for testing improvement and partnership.
Serve as a subject matter expert on testing methodologies, frameworks, tools while tracking and communicating updates to OpenInvest and J.P. Morgan stakeholders for improvements to drive efficiency and speed in implementation of new OpenInvest Research solutions.
Represent OpenInvest Research solutions testing needs at relevant OpenInvest and J.P. Morgan forums where testing prioritization and resourcing are discussed.
Research market best practices and opportunities for continued enhancements of Sustainable Investing solutions testing; conduct market assessment to inform existing testing prioritization and new testing tool
Required qualifications, capabilities, and skills:

7 - 10 years of experience in statistical and data analysis, preferably with a background in ESG/Sustainable Investing data sets.
Knowledge of industry standard data analysis testing parameters, including distribution, normalization, and bias testing
Willingness to be proactive and vocal about testing needs with a solutions-oriented mindset to solving complex methodology, technical and operational challenges
Excellent project management and organizational skills
Passion for ESG/Sustainable Investing issues and interest in a values-led approach to sustainable investing
Strong analytical mindset with background in statistical analysis and testing toolsets
Strong initiative, interpersonal skills ,entrepreneurial spirit and ability to think creatively, while also being able to collaborate with others.
Preferred qualifications, capabilities, and skills:

3+ years of experience in ESG, Sustainability, SRI or Impact Investing Experience evaluating new data sets for suitability, especially in an ESG/Sustainability context
Research specialization/background in an area applicable to Sustainable Investing
Experience in ESG-focused education or communication efforts
Experience with Python
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, ****** 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.




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.