New York, NY, USA
35 days ago
Wealth Management, US Equities, Healthcare, Vice President

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in 2015 by Euromoney as the world’s best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.

As a US Equity Investment Analyst you will be a member of the Global Equity group within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of US Equities. The Equity group is responsible for driving the Private Bank CIO Team’s investment decisions across global equity markets for implementation within discretionary equity and multi-asset client portfolios. 

Job Responsibilities:

Work with the Portfolio Managers on the US Equity team to devise and propose US investment strategies and tactical recommendations in the US or  Global Healthcare sector to the Private Bank CIO Team for implementation across discretionary portfolios.  Perform fundamental analysis, including financial modeling, across a variety of US companies within the Healthcare sector  Participate in calls and meetings with sell-side analysts, industry contacts, and management teams  Contribute to the Private Bank CIO Team’s investment process and performance culture  Maintain a consistent focus on compliance and risk management 

Required Qualifications, Skills and Capabilities: 

6 years’ experience working on Long-only US Equity Buy-side  Strong understanding of tactical allocation across the Healthcare sector, Industries, and sub-sectors Clear understanding of the investment management industry from both a fiduciary and strategic perspective  Bachelor’s or Master’s degree CFA 

Preferred Qualifications, Skills and Capabilities:: 

Analytical mindset with a high level of intellectual curiosity  Quantitative and problem-solving skills  Clear passion for financial markets and investing  Excellent communication skills (listening, verbal, and written)  High-level interpersonal and teamwork skills with leadership potential  Effective multi-tasking and prioritization capabilities

 

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