What are the responsibilities and job description for the Fundamental Equity Research position at JPMorganChase?
Description
JOB DESCRIPTION
Duties: Contribute to the portfolio’s excess return through individually generated investment ideas. Conduct in-depth fundamental analysis, build proprietary financial models and develop forecasts for individual companies. Primary research coverage of the U.S.Consumer Discretionary and Consumer Staples, along with several other possible sectors/sub sectors, for the Managed Equities Portfolio (MEP) and the Multi-Asset CIO portfolios. Pitch individual investment ideas to Portfolio Manager and the broader team. Use different valuation methodologies to develop price targets for individual stocks, which inform investment and allocation decisions within the portfolios. Meet with and interview management teams, attend industry conferences, and speak to sell-side analysts throughout the research process to help build a differentiated view on companies within the US Consumer Discretionary and US Consumer Staples sectors, along with a variety of other U.S. sectors as well. Collaborate with quantitative analysis colleagues before proposing investment ideas to understand portfolio implications of certain trades.
Qualifications
Minimum education and experience required: Bachelor's degree in Economics, Finance or related field of study plus 4 years of experience in the job offered or Fundamental Equity Research, AWM Program Analyst, Wealth Management Solutions Analyst, or related occupation.
Skills Required: Requires experience in the following: Financial Modeling including Income statement, Balance Sheet, Cash Flow Statement, Discounted Case Flow building and Total Addressable Market analysis; Valuation Experience including Price to Earnings ratio relative to the market, Enterprise value / Earnings Before Interest, Taxes, Depreciation & Amortization, Sum of the Parts analysis, and Discounted Cash Flow; Conducting meetings with and interviewing company management teams in a one on one or small group setting; Quantitative Screening including valuation screens, fundamental screens, and regression analysis; Writing up and Pitching individual investment ideas and single stocks.
Job Location: 390 Madison Ave., New York, NY 10017.
Full-Time. Salary: $155,000 - $160,000 per year.
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, paid in the form of cash and/or forfeitable equity, 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.
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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
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.
JOB DESCRIPTION
Duties: Contribute to the portfolio’s excess return through individually generated investment ideas. Conduct in-depth fundamental analysis, build proprietary financial models and develop forecasts for individual companies. Primary research coverage of the U.S.Consumer Discretionary and Consumer Staples, along with several other possible sectors/sub sectors, for the Managed Equities Portfolio (MEP) and the Multi-Asset CIO portfolios. Pitch individual investment ideas to Portfolio Manager and the broader team. Use different valuation methodologies to develop price targets for individual stocks, which inform investment and allocation decisions within the portfolios. Meet with and interview management teams, attend industry conferences, and speak to sell-side analysts throughout the research process to help build a differentiated view on companies within the US Consumer Discretionary and US Consumer Staples sectors, along with a variety of other U.S. sectors as well. Collaborate with quantitative analysis colleagues before proposing investment ideas to understand portfolio implications of certain trades.
Qualifications
Minimum education and experience required: Bachelor's degree in Economics, Finance or related field of study plus 4 years of experience in the job offered or Fundamental Equity Research, AWM Program Analyst, Wealth Management Solutions Analyst, or related occupation.
Skills Required: Requires experience in the following: Financial Modeling including Income statement, Balance Sheet, Cash Flow Statement, Discounted Case Flow building and Total Addressable Market analysis; Valuation Experience including Price to Earnings ratio relative to the market, Enterprise value / Earnings Before Interest, Taxes, Depreciation & Amortization, Sum of the Parts analysis, and Discounted Cash Flow; Conducting meetings with and interviewing company management teams in a one on one or small group setting; Quantitative Screening including valuation screens, fundamental screens, and regression analysis; Writing up and Pitching individual investment ideas and single stocks.
Job Location: 390 Madison Ave., New York, NY 10017.
Full-Time. Salary: $155,000 - $160,000 per year.
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, paid in the form of cash and/or forfeitable equity, 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.
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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
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.
Salary : $155,000 - $160,000
