Equity Research - Metals & Mining Analyst/associate jobs at Jpmorgan in Australia

As an Analyst/Associate you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will have strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing his/her own transactions. Most importantly, the candidate will be highly enthusiastic about J.P. Morgan's mission and be driven and committed to its success.

Job Responsibilities:

• Working with senior bankers in originating, structuring and executing financing and advisory transactions across various products including M&As, IPOs, bonds, loans and structured products
• Developing content in marketing/execution materials for maximum client impact
• Creating financial models and detailed valuation analysis for pitches / projects
• Interacting with senior team members and client management teams to execute transactions and identifying and managing all risks in a given deal
• Guiding, reviewing and coordinating the analytic work of junior bankers to move marketing / execution process forward
• Liaising with internal and external parties on transactions (e.g. lawyers, accountants, counterparties)
• Providing leadership and mentorship in guiding and training junior bankers
• Leading client negotiations, Q&A process and management interviews

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree or equivalent in Finance/Economics or a related field from a top tier educational institution
• Minimum 1 year of work experience in an investment banking front office role
• Strong financial modelling skills
• Understands transaction cycle and the steps in the process and is execution oriented
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
• Self-directed, highly motivated, and able to work independently
• Real Estate sector experience preferred although not essential

Job responsibilities

• Participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal and client presentations
• Play a leadership role in implementing the execution function including working with, and supporting, associates as well as assisting more senior bankers
• Strengthen your analytical, modelling, research and writing and presentation skills and demonstrate the ability to become a senior officer of the bank over time
• Be knowledgeable about the global and Australian sectors and its participants and will collaborate closely with colleagues across JP Morgan’s global platform as well as the Australian product groups
• Be highly enthusiastic about J.P. Morgan's mission and be driven and committed to its success
• Work with the broader team of over 100 Analysts and Associates across the APAC region, you will be involved real-time in transactions that may include travel

Required qualifications, capabilities, and skills

• Minimum 1-2 years of prior work experience in investment banking / finance related sectors and an awareness of the products and services provided
• A well-rounded academic background from a top tier educational institution.
• Strong financial modelling skills
• A general understanding of the M&A and capital markets transaction cycle and processes involved
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other product groups
• Proactive, highly motivated, and committed with the ability to work both independently as well as collaboratively

As an Associate in the Investment Information Services team, you will be responsible for interpreting guidelines, building investment rules, investigation of potential violations and partnering with the investment manager and/or the client to assess their needs and provide solutions. In your new role, you will be exposed to a wide gamut of financial products, including Equities, Fixed Income securities and Complex Assets.

Job Responsibilities

• Interpret guidelines and investment mandates to develop logic-based rules for effective compliance monitoring.
• Implement client requirements for prospectus and rule changes on the compliance platform, ensuring accuracy and timeliness.
• Conduct meticulous root-cause analysis of investment exceptions, including portfolio holdings, composition, historical transactions, and data verification for compliance.
• Resolve compliance exceptions by communicating with clients, fund managers for true exceptions, and upstream teams for data or coding gaps.
• Prepare and deliver comprehensive manual regulatory and client reports, ensuring accuracy and compliance with standards.
• Stay informed on regulatory developments and industry trends in post-trade compliance, providing insights and strategic recommendations to management.
• Collaborate with clients to review and implement changes in global post-trade monitoring regulations, establishing a standard set of regulatory rules.
• Monitor client mailbox, ensuring all queries are resolved urgently and rule coding requests are routed and addressed within set timelines.
• Interface with Controls, Audit, and Risk teams to review, analyse, and enhance all process-related controls for compliance assurance.
• Participate in client calls to review services and discuss ongoing projects, ensuring alignment with client expectations and requirements.
• Support new client onboarding by providing functional expertise and developing customised compliance solutions tailored to client needs.

Required qualifications, capabilities, and skills

• Hold a graduate or postgraduate degree with at least 8 years of experience in financial services, mutual funds, or stock broking.
• Possess extensive experience in post-trade compliance roles within investment banks, asset management, or brokerage firms.
• Demonstrate proficiency in software applications and systems for post-trade compliance monitoring and reporting.
• Have working knowledge in guideline coding on compliance systems like Charles River, Sentinel, and Aladdin.
• Exhibit strong knowledge of global regulatory requirements affecting post-trade activities.
• Understand complex instruments, fixed income, and equity products in depth.
• Exhibit knowledge of the asset management industry, including mutual, pension, insurance, and hedge funds operations.
• Demonstrate outstanding analytical skills for creating logic-based investment rules.
• Maintain a high standard of accuracy and attention to detail.
• Exhibit excellent organisational skills to prioritise workloads and meet stringent timelines.
• Communicate effectively with internal and external stakeholders, building trusted relationships.

Preferred qualifications, capabilities, and skills

• Advanced degree or professional certification including but not limited to Chartered Accountant (CA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Company Secretary (CS), Financial Risk Manager (FRM) qualifications preferred.
• Experience with automation tools (Alteryx, Artificial Intelligence (AI), Machine Learning (ML), Python, etc.) to create efficiencies will be preferred.
• Certification course in Credit Risk Management (CRD), Sarbanes-Oxley Act (SOX), Investment Company Act of 1940 (1940 Act), European regulations preferred.

As an Analyst in the Credit Risk team, you will play a pivotal role in assessing and managing credit exposures for a diverse portfolio of institutional and corporate clients. Your analytical skills will be crucial in preparing detailed credit memoranda and financial models, providing insights into market trends and industry developments. Collaborating with internal stakeholders, you will ensure that our credit ratings are accurate and reflective of current conditions. This role offers the opportunity to engage in due diligence, structuring, and documentation of transactions, contributing to the firm's strategic objectives. Your contributions will support the team's efforts in maintaining robust credit and regulatory reporting standards, while also participating in various initiatives and workstreams.

Job responsibilities

• Support the management of exposures on an assigned portfolio of institutional and corporate clients across a range of industries in conjunction with seniors team members
• Prepare forward looking credit memoranda, along with necessary financial modelling, to provide risk assessment views on both new transactions and for existing clients and their industries
• Track market and industry developments and their impact on clients
• Recommend and monitor internal credit ratings
• Support senior team members with completing due diligence, structuring and documentation on new transactions
• Interact with internal stakeholders including client coverage and product bankers
• Prepare and monitor various credit and regulatory reporting requirements
• Support the team with ongoing ad-hoc initiatives and workstreams

Required qualifications, capabilities, and skills

• Undergraduate degree or postgraduate qualifications in accounting, business, finance, or a quantitative-related discipline
• Experience in a credit risk or credit analysis role within institutional, investment banking, or corporate banking
• Ability to identify key issues and concerns relating to clients, their industries, and transaction structures
• Strong written and verbal communication and interpersonal skills
• Demonstrated good time management and clarity in thinking when dealing with multiple workstreams in a fast-paced environment
• Ability to foster relationships and confidently interact with origination teams and other internal stakeholders
• Proficiency in MS Excel and ability to navigate complex financial models, as well as other MS programs (PowerPoint, Word, Outlook)