Asset Management - Structured Equity Research Analyst - Vice President
JPMorgan Chase · New York, United States · 10h ago
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.
JP Morgan Asset Management is seeking to hire a Research Analyst to join the Structured Equity team in New York, supporting the small and smid cap investment team, who manages several investment strategies for approximately $7B in client assets. The Structured Equity team uses a hybrid investment approach leveraging the best of quantitative and fundamental insights to manage client assets. The Research Analyst will perform fundamental stock specific research on potential investments under the direction of senior portfolio managers for potential portfolio inclusion (value, quality, momentum, sustainability), monitor news flow/business trends/performance for existing and prospective positions, and contribute to portfolio positioning, broader investment decisions, and model enhancements.
Job Responsibilities:
- Research small and mid cap securities for potential inclusion in our portfolios, incorporating views on a company’s value, quality, momentum, and sustainability attributes
- Monitor news flow, business trends, and performance on existing and potential investment positions
- Participate in the investment team’s decision making process surrounding portfolio positioning, broader investment decisions, and model enhancements
- Initiate and maintain written and verbal communications with the investment team focusing on the critical variables driving the investment thesis.
- Leverage artificial intelligence tools to improve fundamental and quantitative research as well as supplement portfolio management efforts.
- Work with our client team to effectively communicate performance at the stock and portfolio level and develop examples to be used across client materials.
- Build relationships with global equity investors and other teams across the organization.
Required qualifications, capabilities and skills:
- 5+ year of experience within an investing team (or related experience)
- Strong analytical and quantitative skillset
- Interest and/or experience in sustainable investing
- Excellent verbal and written communication skills
- Interest and/or experience incorporating artificial intelligence into personal workflow
- Strong interpersonal skills to work constructively and successfully with other team members
- Intellectual curiosity with a desire to learn from multiple disciplines
- Strong work ethic with a drive to outperform and a commitment to continuous improvement
Preferred qualifications, capabilities and skills
- CFA in progress is preferred