Asset Management - Equities - Small Cap Research Analyst - Vice President','180057482','!*! J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Analyst will be an active member of the Small Cap Core Portfolio Team responsible for contributing to the investment process by researching companies across various sectors and market capitalizations with the objective of producing actionable investment recommendations.
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 regards to macro, industry and company specific events.
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.
Build and maintain financial models to estimate future cash flows and sustainable earnings power.
Maintain written and verbal communication with the Portfolio Manager.
Utilize valuation techniques to estimate firm value.','!*!Qualifications
Bachelor Degree in Finance or related field. CFA preferred.
4-8 years experience.
Generalist w/ key focus on Materials, Energy, Utilities and Industrials sectors; research experience in these areas are preferred, but not necessary.
Must be detailed 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.
','JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.','Asset Management ','US-NY-New York-270 Park Avenue / 02317','','ASSET & WEALTH MANAGEMENT','Full-time','Standard','Day Job','','J.P. Morgan','J.P. Morgan','','','Asset Management - Equities - Small Cap Research Analyst - Vice President