Wealth Management Solutions, Research Analyst - Associate

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

Job summary

JPMorgan Chase & Co. in New York seeks an Equity Research Associate to join the Endowments & Foundations Investment Team (E&F) within the Private Bank.

You will report to the Head of Equities and contribute to the equity research and investment process, building depth across global equities and exposure to portfolio construction. You will collaborate with senior decision-makers and internal partners, present findings to the investment team, and participate in diligence across public and private

Qualifications

• Bachelor’s degree.
• Minimum 2 years of work experience, preferably in an investment-related role.
• Strong proficiency in Excel and PowerPoint; experience with Bloomberg, FactSet, and/or similar platforms.
• Strong analytical and critical thinking skills; comfort with data (coding skills a plus).
• Outstanding attention to detail and ability to work under time pressure.
• Strong written and verbal communication skills.
• Strong interest in research and markets; understanding of financial fundamentals, risk management topics, and multi-asset portfolio management concepts.
• Ability to thrive in a collaborative environment on a global team.

Responsibilities

• Partner with the Head of Equities to conduct original investment research and idea generation across global equities (fundamental and macro; developed and emerging markets).
• Support equity portfolio implementation, including due diligence on third-party funds/vehicles.
• Maintain and improve internal tools to monitor markets and track research theses.
• Present research findings and portfolio updates to the investment team.
• Conduct meetings with sell-side analysts, industry experts, and third-party managers.
• Assist with portfolio management activities including trade planning and performance analysis.
• Collaborate with global internal partners such as client advisors and trade execution specialists.

Skills

Analytical thinking

Written and verbal communication

Attention to detail

Team collaboration

Data fluency

Time management

Education

Bachelor's degree

Tools

Excel

PowerPoint

Bloomberg

FactSet

Job description

About the team

The Endowments & Foundations Investment Team (E&F) in the J.P. Morgan Private Bank manages global multi-asset portfolios on a discretionary basis for endowments, foundations, and institutional-minded family offices across traditional and ESG mandates. The team conducts original research and portfolio analysis to drive strategic, tactical, and implementation decisions across public and private markets. The team is regionally distributed (New York, London, Mumbai) and works collaboratively across the firm. With over $35B in assets under management, the team serves clients across the U.S., EMEA, and Latin America.

Job summary

As an Equity Research Associate in New York, you will report to the team’s Head of Equities and contribute directly to the equity research and investment process. You will work closely with senior portfolio decision-makers, build research depth across global equities, and gain exposure to portfolio construction, asset allocation discussions, and manager research.

Job responsibilities

• Partner closely with the Head of Equities to conduct original investment research and idea generation across global equities (fundamental and macro; developed and emerging markets).
• Support equity portfolio implementation, including due diligence on third-party funds/vehicles.
• Maintain, develop, and improve internal tools and infrastructure used to monitor markets, track research theses, and support trading and performance analytics.
• Present research findings and portfolio updates to the broader investment team and other stakeholders.
• Conduct meetings with internal and external collaborators (sell-side analysts, industry experts, third-party managers).
• Assist with portfolio management activities including trade planning, pre/post-trade analysis, and performance analysis.
• Collaborate with global internal partners (client advisors, trade execution specialists, and due diligence specialists).

Required qualifications, capabilities and skills

• Bachelor’s degree.
• Minimum 2 years of work experience, preferably in an investment-related role.
• Strong proficiency in Excel and PowerPoint; experience with Bloomberg, FactSet, and/or similar platforms.
• Strong analytical and critical thinking skills; comfort with data (coding skills a plus).
• Outstanding attention to detail and ability to work under time pressure.
• Strong written and verbal communication skills.
• Strong interest in research and markets; understanding of financial fundamentals, risk management topics, and multi-asset portfolio management concepts.
• Ability to thrive in a collaborative environment on a global team.

Preferred qualifications, capabilities and skills

• Prior experience in an investing role.
• Advanced degree and/or CFA charterholder or progress toward the CFA.