Asset Management - Equity Research Analyst, Software - Executive Director

About the role

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.

Responsibilities

• Develop and assist in the implementation of equity ideas in software and non-tech industries.
• Work with the portfolio management team to recommend and execute tactical investment strategies.
• Collaborate with the team to communicate key aspects of the investment philosophy, process, and performance of the portfolios.
• Prepare marketing presentations and assist with various documentation projects.
• Place trades as part of the investment strategy.

Requirements

• 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 industries.
• Ability to evaluate, recommend, and implement tactical investment ideas across US markets.
• Strong communication, client presentation, and interpersonal skills are essential.
• Excellent financial modeling skills, advanced user of Bloomberg, Excel, and PowerPoint.

Preferred Qualifications, Capabilities And Skills

• A undergraduate degree in math, physics, computer science, engineering, or statistics is preferred.
• Candidates with experience in management consulting will be considered.

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, 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.

Our Commitment to Diversity

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.

Team Information

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.