Teams at JPMorganChase

Leads a global team of Product Managers delivering ConnectWealth and mandates platform enhancements. Owns advisor research, requirements, Agile backlog management, stakeholder alignment, UAT oversight, regulatory readiness, risk escalation, operational support, and roadmap prioritization using platform and operational data.

Develop and enhance quantitative portfolio construction, asset allocation, optimization, risk management, and investment decision-support models. Conduct research, back-testing, stress testing, performance attribution, and analysis of large financial datasets. Partner with investment, product, and technology teams to implement analytical capabilities, integrate research into advisor workflows, and support model governance. Apply AI and machine learning to investment processes while maintaining transparency, controls, and analytical rigor.

Leads compliance and operational risk control testing, evaluating control design and effectiveness against SOX and regulatory requirements. Coordinates walkthroughs, evidence gathering, issue validation, remediation, documentation, and reporting. Partners with control owners and stakeholders, guides testers, interprets policies and risk metrics, and improves testing methodologies and automation opportunities.