Asset Management - Structured Equity Research Analyst - Vice President

J.P. Morgan; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JP Morgan Asset Management in New York is hiring a Research Analyst for the Structured Equity team, supporting the small and mid cap investment program and aiding multiple strategies with approximately $7B in client assets. You will conduct fundamental stock research under senior portfolio managers and contribute to portfolio positioning and model enhancements.

The role emphasizes quantitative and fundamental insights, communication with investment and client teams, and the use of AI tools to

Qualifications

• 5+ years of experience within an investing team
• Strong analytical and quantitative skills
• Interest in sustainable investing
• Excellent verbal and written communication
• Interest in incorporating AI into research workflows
• Strong interpersonal skills to work with team members
• Intellectual curiosity and desire to learn across disciplines
• CFA in progress preferred

Responsibilities

• Research small and mid cap securities for potential inclusion in portfolios, considering value, quality, momentum and sustainability
• Monitor news flow, business trends and performance on existing and potential positions
• Participate in portfolio positioning decisions and model enhancements
• Initiate and maintain written and verbal communications with the investment team on investment theses
• Leverage AI tools to improve fundamental and quantitative research and portfolio management
• Communicate performance at stock and portfolio levels to client teams
• Build relationships with global equity investors and cross-team collaboration

Skills

Analytical skills

Quantitative skills

Sustainable investing

Verbal communication

Written communication

Interpersonal skills

Intellectual curiosity

Work ethic

AI in research

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

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.