Equity Research VP: Insurance & Diversified Fin (AI)

JPMorganChase; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

J.P. Morgan is seeking an Associate or Vice President in Equity Research to join our Number 1 Ranked Insurance and Diversified Financials Team in Sydney.

You will develop differentiated investment insights, forecast financial prospects using Excel models, produce high-quality research, and engage with institutional investors and top management teams. The role requires strong analytical capability, AI/LLM proficiency, advanced financial modeling, and writing skills, with coverage spanning

Qualifications

• Experience in Equity Research or related analytical role such as actuarial, investment management, corporate finance, investment banking, or strategy.
• Understanding of Insurance and/or Diversified Financials sectors, including key valuation methodologies and industry drivers.
• AI / Programming / LLM skills
• Advanced financial statement analysis and financial modeling capabilities.
• Experience analysing complex financial institutions, capital structures, and regulatory frameworks.
• Exceptional written and verbal communication skills with the ability to communicate investment views clearly and concisely.
• Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
• Strong commercial judgment, intellectual curiosity, and attention to detail.
• Demonstrated ability to develop differentiated investment views and actionable recommendations.
• High integrity and strong awareness of compliance and regulatory requirements applicable to research activities.

Responsibilities

• Build and maintain detailed financial models, forecasts, and valuation frameworks across the Insurance and Diversified Financials coverage universe.
• Help the team develop use cases for Generative AI across the broader Asia Pacific Franchise (which is one of the team's key responsibilities)
• Analyse company earnings, regulatory developments, capital management initiatives, industry trends, M&A activity, and other market developments impacting sector performance.
• Develop investment recommendations, earnings forecasts, ratings, and target prices supported by rigorous fundamental analysis.
• Draft research publications including earnings previews and reviews, company updates, thematic reports, sector deep-dives, and industry thought leadership pieces.
• Conduct detailed analysis of key sector drivers including premium growth, claims trends, capital adequacy, ROE, solvency, asset allocation, funds under management, net inflows, transaction volumes, and operating leverage.
• Monitor industry developments including regulatory reforms, competitive dynamics, investment market trends, insurance pricing cycles, superannuation flows, and capital market activity.
• Support institutional client engagement through meetings, conference calls, investor marketing, and responses to client enquiries.
• Build and maintain relationships with company management teams, industry participants, investors, and internal stakeholders across Sales & Trading and Corporate Access.
• Ensure strong governance around model integrity, research processes, documentation, and compliance standards.
• Mentor junior team members and contribute to a collaborative and high-performing research culture.

Skills

Equity Research

Financial Modeling

AI/LLM skills

Writing skills

Industry trends analysis

Regulatory knowledge

Tools

Bloomberg

FactSet

Visible Alpha

Job description

J.P. Morgan is seeking an Associate or Vice President in Equity Research to join our Number 1 Ranked Insurance and Diversified Financials Team in Sydney.

You will develop differentiated investment insights, forecast financial prospects using Excel models, produce high-quality research, and engage with institutional investors and top management teams. The role requires strong analytical capability, AI/LLM proficiency, advanced financial modeling, and writing skills, with coverage spanning