Asset Management - Small Cap Research Analyst - Vice President

About the role

As a Small Cap Analyst within the Small Cap Equity portfolio team, you will contribute to the investment process by researching companies across various sectors and market capitalizations with the objective of producing actionable investment recommendations.

Responsibilities

• Develop analytical and valuation framework for covered stocks and ensure the quality and consistency of the investment team's research process.
• 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.
• Identify fundamental risks for each stock in regards to macro, industry, and company-specific events.
• Build and maintain financial models to estimate future cash flows and sustainable earnings power.
• Maintain written and verbal communication with the Portfolio Manager and communicate effectively with internal colleagues and external clients.
• Utilize valuation techniques to estimate firm value.
• Deliver clear and concise investment recommendations under uncertainty, distinguishing between essential and non-essential information.

Requirements

• Bachelor’s degree in Finance or related field.
• 5+ years of experience.
• Detailed-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets, and the ability to multi-task.
• Requires independent thinking and the ability to perform research with limited oversight.
• Possesses strong interpersonal skills and is a team player.

Skills

• CFA preferred.
• Generalist with a key focus on Technology and/or Healthcare sectors preferred.

About Us

JPMorgan Chase, 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.

Equal Opportunity Employer

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.

Contact Information

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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.