Asset Management - Equity Research Analyst, Software - Executive Director
IT
The Research Analyst is responsible for developing and assisting in the implementation of equity ideas in software and outside of technology (such as industrials). The Research Analyst will work with the portfolio management team to recommend and execute tactical investment strategies in order to generate alpha.
The Research Analyst will collaborate with the team, to assist in communicating key aspects of the investment philosophy, process and performance of the portfolios. The Research Analyst will prepare marketing presentations, place trades, and assist with various documentation projects.
Required qualifications, capabilities and skills:
- 8+ years of experience in equity analysis (buyside, hedge fund, or sellside), with a comprehensive understanding of fundamental and quantitative analysis techniques.
- Undergraduate degree required.
- Comfort and demonstrated success at making successful recommendations within software and non-tech (such as industrials).
- Ability to evaluate, recommend and implement tactical investment ideas across US markets.
- Ability to bring together specific security recommendations within the context of investment strategy, portfolio construction, and tactical investment overlays with a disciplined approach to risk management.
- Strong communication, client presentation and interpersonal skills are essential.
- Must have excellent financial modeling skills, advanced user of Bloomberg, Excel, and PowerPoint.
Preferred qualifications, capabilities and skills:
- Undergraduate degree in math, physics, computer science, engineering, or statistics is preferred.
- Candidates with experience in management consulting will be considered.
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.
J.P. Morgan Asset Management is seeking an Executive Director, Software Equity Research Analyst to join the U.S. Equity Group.