Asset Management

Global Asset Management's Global Equities team manage $813 Billion (as of December 2021) across a broad range of regional and cross-border equity investment strategies around the world.

With 400+ investment professionals in nine locations, Equities' teams are focused on providing global insights with local delivery. The teams have dedicated portfolio managers, research analysts and traders with expertise in small-, mid- and large-market capitalization equities, and a broad range of investment styles. These investment professionals are responsible for the management and execution of J.P. Morgan Asset & Wealth Management's proprietary investment processes in key geographical locations worldwide.

Job Summary

As a Value Equity Research Analyst in the Mid and Small Cap Value Portfolio Management Team at J.P. Morgan Asset Management, you will be responsible for contributing to the investment process by researching companies in the Consumer Discretionary and Consumer Staples sectors with the objective of producing actionable investment recommendations.

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 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.

Required qualifications, capabilities and skills 

• Bachelor Degree in Finance or related field. 
• The analyst will focus on a wide range of businesses within the Consumer Discretionary and Consumer Staples sectors
• Must be detailed oriented and highly numerate with creative problem solving abilities, a strong interest in financial markets and an ability to multi-task.
• 5+ years of investment or related experience.
• Requires independent thinking and the ability to perform research with limited oversight.
• Must possess strong interpersonal skills and be a team player. 

Preferred qualifications, capabilities and skills

• CFA preferred.
• Equity research experience in one or more of:  Consumer Discretionary (Retail, Apparel, Durables, Services) and Consumer Staples (Food, Beverage, Retail, Personal Products) sectors