JP Morgan Chase & Co.

Wealth Management Solutions, Research Analyst - Associate

JP Morgan Chase & Co.$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required
  • 2+ years in an investment-related role preferred
  • Proficiency in Excel and PowerPoint; experience with Bloomberg or FactSet is a plus
  • Strong analytical and critical thinking skills; coding skills are advantageous
  • Exceptional attention to detail and performance under pressure
  • Excellent written and verbal communication skills
  • Interest in research and markets with knowledge of financial fundamentals
  • Ability to work collaboratively in a global team setting.

Responsibilities

  • Conduct original investment research and idea generation on global equities
  • Support equity portfolio implementation and due diligence on funds
  • Develop and enhance internal tools for market monitoring and performance analytics
  • Present research findings and updates to the investment team
  • Conduct collaborative meetings with analysts and industry experts
  • Assist in portfolio management, including trade analysis and planning
  • Collaborate with internal partners across various functions.

Benefits

  • Opportunity to work closely with senior decision-makers in equity investments
  • Gain exposure to a variety of global markets and asset management concepts
  • Chance to enhance analytical and research skills in a collaborative environment
  • Access to industry tools like Bloomberg and FactSet for professional development
  • Engage with a network of industry experts and third-party managers.
Full Job Description
JOB DESCRIPTION

Job summary

 

As an Equity Research Associate in New York, you will report to the team’s Head of Equities and contribute directly to the equity research and investment process. You will work closely with senior portfolio decision-makers, build research depth across global equities, and gain exposure to portfolio construction, asset allocation discussions, and manager research.

 

Job responsibilities 

  • Partner closely with the Head of Equities to conduct original investment research and idea generation across global equities (fundamental and macro; developed and emerging markets). 
  • Support equity portfolio implementation, including due diligence on third-party funds/vehicles. 
  • Maintain, develop, and improve internal tools and infrastructure used to monitor markets, track research theses, and support trading and performance analytics. 
  • Present research findings and portfolio updates to the broader investment team and other stakeholders. 
  • Conduct meetings with internal and external collaborators (sell-side analysts, industry experts, third-party managers). 
  • Assist with portfolio management activities including trade planning, pre/post-trade analysis, and performance analysis. 
  • Collaborate with global internal partners (client advisors, trade execution specialists, and due diligence specialists). 

 

Required qualifications, capabilities and skills 

  • Bachelor’s degree. 
  • Minimum 2 years of work experience, preferably in an investment-related role. 
  • Strong proficiency in Excel and PowerPoint; experience with Bloomberg, FactSet, and/or similar platforms. 
  • Strong analytical and critical thinking skills; comfort with data (coding skills a plus). 
  • Outstanding attention to detail and ability to work under time pressure. 
  • Strong written and verbal communication skills. 
  • Strong interest in research and markets; understanding of financial fundamentals, risk management topics, and multi-asset portfolio management concepts. 
  • Ability to thrive in a collaborative environment on a global team. 

 

Preferred qualifications, capabilities and skills 

  • Prior experience in an investing role. 
  • Advanced degree and/or CFA charterholder or progress toward the CFA. 

 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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