Global Research - CLO Strategy (Sell Side) - Associate
About the role
CLO Strategy is an intellectually stimulating function that forms a top-down view on our markets. As a CLO Strategy Associate, you will support the Global Collateralized Loan Obligation (CLO) strategy franchise end-to-end—tracking spreads and technicals daily, maintaining the data infrastructure behind market views, monitoring macro developments, and contributing to flagship publications. You will work closely with senior strategists while developing and communicating your own market perspectives.
Responsibilities
- Own monitoring of CLO spread markets, technicals, and macro catalysts; filter signal from noise and flag key drivers of spread direction
- Build, maintain, and enhance data models and infrastructure (including Excel) to improve efficiency, and expand scope
- Support flagship strategy publications by identifying evolving trends, running scenario analysis, and performing valuation and relative value analysis
- Write concise, client-ready research notes and contribute clearly reasoned conclusions to publications
- Communicate views effectively in live discussions, internal debates, and client-facing conversations
Requirements
Required Qualifications, Capabilities, And Skills:
- Creative spark – always thinking of how to build a better mousetrap
- Self-starter mindset with strong intellectual curiosity for markets and credit
- Strong communication skills/willingness to engage markets colleagues and clients
- Strong quantitative skills and comfort working with large datasets in Excel
- Excellent writing and presentation skills; clear, concise, and decisive under time pressure
- Strong passion for markets
Preferred Qualifications, Capabilities, And Skills
- Some experience in CLOs, Credit, or Securitization helpful but not required
- Proficiency with Bloomberg
- Strong MS Office skills (Word and PowerPoint)
- FINRA Series 7 and Series 63 (or ability/willingness to obtain)
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.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.