Asset Management - Guidelines Associate

Role summary

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The Guidelines Associate supports asset-management operations by reviewing investment guidelines, interpreting client restrictions, maintaining guideline records, and helping ensure portfolios comply with mandates and regulatory requirements. Typical requirements include a bachelor’s degree in finance, business, economics, accounting, or a related discipline; strong analytical and organizational skills; attention to detail; and proficiency in Microsoft Excel. Experience in asset management, investment operations, trade support, compliance, or portfolio data is advantageous. The candidate is expected to work accurately under deadlines, investigate exceptions, communicate clearly with internal teams and clients, follow documented controls, and demonstrate sound judgment when handling sensitive financial information. Familiarity with investment products, portfolio-management systems, or coding and testing guidelines may also be helpful.

About the employer

JPMorgan Chase & Co. is a leading global financial-services firm headquartered in the United States. Through businesses including commercial banking, investment banking, asset and wealth management, consumer banking, and payments, it serves corporations, governments, institutions, and individual customers worldwide. J.P. Morgan Asset Management manages investments for institutions, financial intermediaries, and private clients across major global markets. The company is known for its extensive resources, international network, technology capabilities, and structured risk and control environment. Its Philippine operations, particularly in Metro Manila, support global businesses through functions such as investment operations, technology, finance, analytics, client service, and middle- and back-office processing. Employees typically work in collaborative, highly regulated environments and may receive competitive benefits, professional development opportunities, and exposure to international teams and financial markets.