Asset Management - Structured Equity Research Analyst - Vice President

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JP Morgan Asset Management is seeking a Research Analyst to join the Structured Equity team in New York, supporting the small and smid cap investment process. The analyst will perform fundamental stock research under senior portfolio managers and contribute to portfolio positioning and model enhancements.

The role requires strong analytical and quantitative skills, interest in sustainable investing, excellent communication, and a willingness to apply AI tools to research and portfolio work, with

Qualifications

• 5+ years 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 with team members.
• Intellectual curiosity with a desire to learn from multiple disciplines.
• Strong work ethic with a drive to outperform and continuous improvement.

Responsibilities

• Research small and mid cap securities for potential inclusion in portfolios.
• Monitor news flow, business trends, and performance on positions.
• Participate in portfolio positioning and model enhancements.
• Communicate investment thesis and variables to the team.
• Leverage AI tools to improve fundamental and quantitative research.
• Develop client-facing materials and communicate performance at stock and portfolio level.
• Build relationships with global equity investors and other teams.

Skills

Analytical skills

Quantitative skills

Sustainable investing

Communication skills

AI in workflow

Interpersonal skills

Curiosity

Work ethic

Education

CFA in progress

Job description

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