Wealth Management, OpenInvest, ESG Product Associate: Fixed Income

OpenInvest is a fast-growing fintech company with a mission to align capital with social and environmental values. Formerly a Public Benefit Corporation and supported in our mission by some of the biggest names in Silicon Valley like YCombinator, Andreessen Horowitz, and QED, OpenInvest is now an independent subsidiary of J.P. Morgan Chase. 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 an ESG Product Associate: Fixed Income to help us build and execute our ESG product and research strategy. We are a leading provider of ESG-optimized investment solutions, and are looking for a committed team member to maintain and grow our suite of personalized, sustainable investing products. You will help us implement our highly differentiated ESG data set as we roll out new ESG causes and evolve existing ones.

Location: San Francisco or NYC preferred, other locations possible (currently remote)

What You’ll Do

• Work with senior product managers to build out novel Fixed Income investing ESG products across the OpenInvest platform
• Aid research efforts to identify, screen, and recommend novel datasets for Fixed Income ESG products
• Collaborate with senior product managers and colleagues to identify applicable data sources and design Cause-aligned scoring methodologies across investment sub-asset classes (e.g. Municipal, Government and Corporate debt)
• Generate new ideas/approaches for tangible impact metrics
• Write research and methodology documentation for new and updated Fixed Income ESG products
• Research market best practices and opportunities for continued enhancements of ESG products; conduct market assessment to inform existing Cause prioritization and new Cause development
• As needed, support research projects on sustainability in Fixed Income investing
• As needed, support content generation around our differentiated ESG approach and relevant sustainability themes/trends, particularly as they pertain to Fixed Income
• As needed, generate research surrounding novel Fixed Income instruments such as green bonds and other thematic instruments
• Alongside team members, serve as subject matter expert on OpenInvest data sources and methodology across all ESG products
• Research interesting individual companies and other bond-issuers on ESG factors
• Support internal ESG education program

Who You Are

• 3-5 years of experience analyzing Fixed Income investments and/or managing FI investment portfolios
• 1-2 years of experience in ESG, Sustainability or SRI-related research (including impact investing, policy and/or NGO experience)
• Experience with Fixed Income ESG data platforms (e.g. ISS, Sustainalytics, FactSet, Bloomberg)
• Familiarity with Fixed Income rating agencies and data platforms (e.g. Moody’s, S&P, ICE, CRSP)
• Experience working with large datasets in Excel; strong data analysis skills and analytical mindset
• Experience presenting ESG data and solutions to clients and non-experts
• Exceptional written and verbal communication skills
• Excellent project management and organizational skills
• Ability to present complex information in compelling and relatable terms
• Strong sense of ownership and responsibility to colleagues and clients
• High degree of comfort with both approaching new challenges independently and close collaboration with colleagues as the situation requires

Ideal Candidate

• Passion for ESG issues and interest in a values-led approach to sustainable investing
• Profound intellectual curiosity and adaptability
• Strong initiative, entrepreneurial spirit and ability to think creatively
• A critical thinker with an inquiry-driven approach to solving problems
• Exceptional writing and verbal presentation skills
• Ability to excel in a high-performance environment while managing multiple projects under tight deadlines
• Strong interpersonal skills, including the ability to work collaboratively with others

Nice to Haves

• Experience assessing fixed income investments in alignment with ESG/sustainability considerations
• Experience designing/maintaining ESG assessment frameworks
• Familiarity with green bonds, social impact bonds and/or water bonds
• Research specialization in an area applicable to Sustainable Investing
• Experience in ESG-focused education or communication efforts
• Experience with digital product management in an Agile environment
• Experience with SQL and/or Python

Culture

OpenInvest’s Core Values Include

• Pursuing a challenging mission
• Thriving on transparency
• Maintaining high standards of integrity
• Guaranteeing the right to be heard
• Prioritizing personal growth
• Prioritizing diversity and inclusion

We aim to build a culture just as open and accountable as our products. We encourage you to give and receive earnest and constructive feedback. As part of our team, you are willing to work hard, handle various responsibilities as necessary, and be passionate about long-term company-wide goals.

OpenInvest is an Equal Opportunity Employer. We value a diversity of perspectives and backgrounds in our team and culture. We are committed to including these elements in every aspect of our company.

OpenInvest is committed to supporting the needs of its candidates and employees. Please don’t hesitate to ask if there are any accommodations we can make for you either during the hiring process or on joining the company.

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, 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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Full vaccination is a requirement for this role for new hires joining JPMorgan Chase. Additional requirements include sharing information including your vaccine card in the firm’s vaccine record tool and may include mask wearing and social distancing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Note: The requirement to be fully vaccinated to be hired for this role does not apply to roles with a work location in Arkansas, Florida, Iowa, Montana, and Tennessee. For applicants to these roles, JPMorgan Chase will consider all qualified applicants regardless of vaccination status, due to state and local laws.

Equal Opportunity Employer/Disability/Veterans