Wealth Management Solutions, Research Analyst - Associate

Next Frontier Capital; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in New York is seeking an Equity Research Associate to support the equity research and investment process. You will work closely with senior portfolio decision-makers and gain exposure to portfolio construction and manager research.

You will collaborate across global teams and contribute to research depth across global equities, with opportunities to engage in analysis and communication with stakeholders.

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 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).

Skills

Excel

PowerPoint

Analytical thinking

Data analysis

Written and verbal communication

Attention to detail

Team collaboration

Coding skills

Education

Bachelor's degree

Tools

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.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. 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.