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JPMorganChase

Asset Management - Disciplined Core Small Cap Equities Research Analyst - Associate

Posted 7 Days Ago
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Hybrid
New York, NY
Mid level
Hybrid
New York, NY
Mid level
The Research Analyst will support small and mid-cap investment strategies, conduct stock research, and communicate with investment teams and clients to enhance decision-making and performance tracking.
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Job Description
At J.P. Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.
As a Research Analyst on the Structured Equity team in New York, you will support the small and mid cap investment team, which manages several investment strategies with 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. You will perform fundamental stock specific research on potential investments under the direction of senior portfolio managers.
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
  • Work with our client team to effective 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

  • 3+ year of experience within an investing team (or related experience)
  • Bachelor's degree
  • Strong analytical and quantitative skillset
  • Interest and/or experience in sustainable investing
  • Excellent verbal and written communication skills
  • 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 charterholders or CFA in progress is preferred


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.

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