VP, Structured Equity Research – Small & Mid Cap

Aumni; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive pay

Incentive compensation

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in New York is seeking a Research Analyst to join the Structured Equity team, supporting the small and mid-cap investment program with multiple strategies and approximately $7B in client assets.

The analyst will perform fundamental stock research, monitor news and performance, support portfolio positioning, and leverage AI tools to enhance research and portfolio management.

Qualifications

• 5+ years of experience within an investing team (or related experience).
• Interest and/or experience incorporating artificial intelligence into personal workflow.
• Strong analytical and quantitative skillset.
• Interest and/or experience in sustainable investing.

Responsibilities

• Research small and mid cap securities for potential inclusion in portfolios, considering value, quality, momentum and sustainability attributes.
• 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 focused on investment thesis variables.
• Leverage artificial intelligence tools to improve fundamental and quantitative research as well as supplement portfolio management.
• Work with the client team to communicate performance at stock and portfolio levels and develop client materials.
• Build relationships with global equity investors and other teams across the organization.

Skills

Strong analytical skills

Sustainable investing interest

Excellent communication

Interest in AI in workflow

Interpersonal skills

Intellectual curiosity

Strong work ethic

5+ years investing experience

Education

CFA in progress

Job description

JPMorgan Chase & Co. in New York is seeking a Research Analyst to join the Structured Equity team, supporting the small and mid-cap investment program with multiple strategies and approximately $7B in client assets.

The analyst will perform fundamental stock research, monitor news and performance, support portfolio positioning, and leverage AI tools to enhance research and portfolio management.