Asset Management - Equity Reseach Analyst Consumer Sector - Vice President

Posted 7 Days Ago
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New York, NY
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Value Equity Research Analyst at J.P. Morgan, you will contribute to investment processes by researching companies in the Consumer Discretionary and Staples sectors, producing actionable investment recommendations, developing analytical frameworks, performing fundamental analysis, maintaining financial models, and communicating with the Portfolio Manager.
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Job Description
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
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.

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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