Asset Management - US Equity, Research Analyst, Software - Managing Director

Job Description

The US Equity Team provides investment management capabilities to institutional and retail clients, based on proprietary fundamental and quantitative research.

The US Equity Fundamental Research team is currently looking for a senior investment professional to lead our team’s research and investments in the Software sector and serve as the Research Analyst. The US Equity Fundamental Research team provides investment recommendations for ~$450B in AUM.  

Job Responsibilities: 

• Research companies and industries within the coverage universe.
• Make relative valuation comparisons and investment recommendations to portfolio managers.
• Participate in managing regional and global analyst funds.
• Work and communicate with a global network of JPMAM analysts and portfolio managers.
• Mentoring and developing a junior level research analyst.

Required Qualifications, Capabilities and Skills:

• At least ten years of relevant Buy Side experience analyzing stocks in the Software industry
• Strong understanding of financial markets and securities valuations
• Ability to deliver clear/concise investment recommendations under significant uncertainty
• Ability to distinguish between essential and nonessential information
• Strong spreadsheet modeling skills
• Excellent oral and written skills. Ability to work effectively with colleagues globally

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.​