Asset Management China - Equity Research - Electronics/Semiconductor （电子行业研究员）
JPMorgan Chase · Shanghai, China · 3mo ago
Mid levelOn-siteInvestment & Asset Management
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.
Job summary
As a Research analyst in the China Asset Management Research team, you will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate investment opportunity and ongoing management.
Job responsibilities
- Manage investment strategy and stock selection of the covered industries, i.e. electronics, semiconductor and related industries, etc., seizing investment opportunities and maintaining close contact with fund managers and head of investment and research.
- Gain excess returns through in-depth research of fundamentals, and lead the market by correctly judging the investment timing.
- Continue to deepen the analytical ability in macro policy and resource mining, construct industry simulation portfolio, in order to realistically outperform the benchmark and obtain excess returns.
- Complete morning meetings, weekly meetings and daily tracking reports in accordance with company and departmental rules and regulations.
- Participate in training and seminars in a timely manner.
- Fulfill other tasks assigned by supervisors.
工作职责:
- 管理涵盖电子行业的投资策略和股票选择，即半导体及被动元器件相关方向等，抓住投资机会，与基金管理人、投资研究负责人保持密切联系
- 通过对基本面的深入研究获得超额回报，并通过正确判断投资时机来把握市场机遇
- 持续深化宏观政策和资源挖掘的分析能力，构建行业模拟组合，以切实超越基准并获得超额回报
- 根据公司和部门规章制度，完成晨会、每周会议和每日跟踪报告
- 及时参加培训和研讨会
- 完成主管分配的其他任务
Required qualifications, capabilities, and skills
- At least 3 years of relevant equity research experience with coverage in electronics and related industries
- Superior analytical skills, attention to detail and ability to multi-task
- Strong work ethic with a drive to outperform and a commitment to continuous improvement.
- Intellectual curiosity with a desire to learn from multiple disciplines.
- Strong interpersonal skills to work constructively and successfully with other team members.
- Effective written and verbal communication skills
- Excellent financial modeling and equity valuation skills
- Attainment of all necessary regulatory licenses (or any other licenses / qualifications as required) for carrying out Asset Management and other regulated activities
所需的资格、能力和技能：
- 至少 3 年电子行业和相关行业股权研究经验
- 卓越的分析能力、对细节的关注和多任务能力
- 坚强的职业道德，追求卓越表现并致力于持续改进
- 求知欲，渴望从多个学科学习
- 较强的人际交往能力，能够与其他团队成员建设性地成功合作
- 有效的书面和口头沟通技巧
- 出色的财务建模和股权估值技能
- 已获得基金从业资格