Global Asset Management's Global Equities team manage $813 Billion (as of December 2021) across a broad range of regional and cross-border equity investment strategies around the world.
With 400+ investment professionals in nine locations, Equities' teams are focused on providing global insights with local delivery. The teams have dedicated portfolio managers, research analysts and traders with expertise in small-, mid- and large-market capitalization equities, and a broad range of investment styles. These investment professionals are responsible for the management and execution of J.P. Morgan Asset & Wealth Management's proprietary investment processes in key geographical locations worldwide.
Job Summary
Want more jobs like this?
Get jobs in New York, NY delivered to your inbox every week.
As a Value Equity Research Analyst in the Mid and Small Cap Value Portfolio Management Team at J.P. Morgan Asset Management, you will be responsible for contributing to the investment process by researching companies in the Consumer Discretionary and Consumer Staples sectors with the objective of producing actionable investment recommendations.
Job Responsibilities
- Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team's research process.
- Identify fundamental risks for each stock in regards to macro, industry and company specific events.
- Perform independent fundamental analysis of a company's business by examining SEC filings, analyzing historical financial statements and interviewing corporate executives to identify sources of competitive advantage and understand the company's business model.
- Build and maintain financial models to estimate future cash flows and sustainable earnings power.
- Maintain written and verbal communication with the Portfolio Manager.
- Utilize valuation techniques to estimate firm value.
Required qualifications, capabilities and skills
- Bachelor Degree in Finance or related field.
- The analyst will focus on a wide range of businesses within the Consumer Discretionary and Consumer Staples sectors
- Must be detailed oriented and highly numerate with creative problem solving abilities, a strong interest in financial markets and an ability to multi-task.
- 5+ years of investment or related experience.
- Requires independent thinking and the ability to perform research with limited oversight.
- Must possess strong interpersonal skills and be a team player.
Preferred qualifications, capabilities and skills
- CFA preferred.
- Equity research experience in one or more of: Consumer Discretionary (Retail, Apparel, Durables, Services) and Consumer Staples (Food, Beverage, Retail, Personal Products) sectors
ABOUT US
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
ABOUT THE TEAM
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.