Asset Management - Value Advantage Equity Research Analyst - Vice President

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 regard to macro, industry and company-specific events.
• Perform independent fundamental analysis of a company’s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools 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.
• Collaborate on investment theses and monitor against company updates.
• Utilize valuation techniques to estimate firm value.

• Bachelor Degree
• 4+ years experience
• Generalist
• Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task.
• Requires independent thinking and the ability to perform research with limited oversight.
• Must possess strong interpersonal skills and be a team player.

• Preferably a degree with a concentration in economics, finance, and/or CFA designation.
• Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary.

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.

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.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.

The Analyst will be an active member of the Value Advantage Portfolio Team.