Job Summary
As a Value Equity Research Analyst in the Mid and Small Cap Value Portfolio Management Team at J.P. Morgan Asset Management, you will be responsible for contributing to the investment process by researching companies in the Consumer Discretionary and Consumer Staples sectors with the objective of producing actionable investment recommendations.
Job Responsibilities
- Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team’s research process.
- Identify fundamental risks for each stock in regards to macro, industry and company specific events.
- Perform independent fundamental analysis of a company’s business by examining SEC filings, analyzing historical financial statements and interviewing corporate executives to identify sources of competitive advantage and understand the company’s business model.
- Build and maintain financial models to estimate future cash flows and sustainable earnings power.
- Maintain written and verbal communication with the Portfolio Manager.
- Utilize valuation techniques to estimate firm value.
Required qualifications, capabilities and skills
- Bachelor Degree in Finance or related field.
- The analyst will focus on a wide range of businesses within the Consumer Discretionary and Consumer Staples sectors
- Must be detailed oriented and highly numerate with creative problem solving abilities, a strong interest in financial markets and an ability to multi-task.
- 5+ years of investment or related experience.
- Requires independent thinking and the ability to perform research with limited oversight.
- Must possess strong interpersonal skills and be a team player.
Preferred qualifications, capabilities and skills
- CFA preferred.
- Equity research experience in one or more of: Consumer Discretionary (Retail, Apparel, Durables, Services) and Consumer Staples (Food, Beverage, Retail, Personal Products) sectors