At J.P. Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. We provide equity strategies across regions, sectors, styles and the market cap spectrum.
As a junior Equity Portfolio Manager in Asset Management, you will be a fundamental, bottom-up investor with a strong awareness of the macro environment and a clear sense of investment philosophy. You will partner with experienced Portfolio Managers to implement investment strategies. You will work closely with the team to contribute to portfolio constructions. Additionally, you will be responsible for conducting quantitative research projects alongside your portfolio management responsibilities.
Job Responsibilities
- Assist the team with quantitative analysis of individual stocks as well as portfolio construction. The objective is to support Portfolio Managers in identifying stock opportunities and optimize portfolios for given levels of risk.
- Support Lead Portfolio Managers with portfolio management, monitoring and on-going evaluation of the strategies.
- Carry out research meetings with investee companies with the goal of determining
- long-term industry dynamics and competitive landscape
- risk profile of individual companies, taking into consideration ESG issues, in order to understand long-term sustainability of earnings growth
- forecast income statement, balance sheet, and cash flow items for near-term and normalized periods
- valuation analysis
- Communicate and collaborate with the network of JP Morgan Asset Management analysts and Portfolio Managers globally
Required qualifications, capabilities and skills
- 3+ years of experience within an Investing Team (or related experience)
- Strong quantitative and analytical skillset, with experience of working with large datasets
- Strong understanding of financial markets and securities valuation
- Good interpersonal skills to work constructively and successfully with team members
- Intellectual curiosity, ability to deliver clear and concise investment recommendations
- Strong work ethic with a drive to outperform and a commitment to continuous improvement
- Experience with Bloomberg BQL a plus