Job Description
The Equity Research Analyst will be a member of the U.S. Equity Growth Small and Mid Cap research focusing on areas within the Technology sector for Growth Portfolio Managers with the objective of producing actionable investment recommendations.
Major Responsibilities
- Perform thorough fundamental analysis of a company’s business and financial position to assess the quality of the franchise, the sustainability of its competitive advantage and its growth potential.
- Utilize a variety of research methods to gain a differentiated perspective on a company’s growth prospects with an emphasis on identifying stocks that have the potential to meaningfully exceed consensus expectations and possess substantial future optionality
- Identify and research important secular growth themes and companies exposed poised to gain market share and build an enduring franchise
- Filter through a broad coverage universe to identify high-potential stocks consistent with the high-quality growth investment philosophy.
- Initiate and maintain written and verbal communications with Portfolio Managers focusing on the critical variables driving the investment thesis
- Build and maintain financial models to estimate future earnings and cash flow potential
Requirements
- At least 10 years buyside Technology experience
- Strong relevant academic background
- Passion for the stock market generally and investing in growth stocks specifically
- Superior analytical skills, attention to detail and ability to multi-task
- Strong work ethic with a drive to outperform and a commitment to continuous improvement
- Intellectual curiosity with a desire to learn from multiple disciplines
- Strong interpersonal skills to work constructively and successfully with other team members
- Effective written and verbal communication skills
- Excellent financial modeling and equity valuation skills
- Ability to host company management teams effectively
- CFA preferred
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.
