Multi and Single-Asset Investment Research Analyst  …

J.P.Morgan
in New York, NY, United States
Permanent, Full time
Last application, 20 Aug 19
Competitive
J.P.Morgan
in New York, NY, United States
Permanent, Full time
Last application, 20 Aug 19
Competitive
Multi and Single-Asset Investment Research Analyst
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

Primary Function:

The position is Senior Analyst for Multi- and Single-Asset Investment Research, based in New York. The Multi- and Single-Asset Investment Research Senior Analyst will be a member of the Investment Director Team within the Wealth Management Investment Solutions Investment & Research Team, reporting to the Executive Director in the Wealth Management Investment Director Team. The group is responsible for performing due diligence on and collaborating with portfolio management teams as well as for onboarding newly developed strategies within Wealth Management Investment Solutions. These portfolio management teams are responsible for strategic, tactical, and vehicle/security-level decisions across traditional, multi-asset, and alternative asset classes. The Investment & Research Team comprises individuals in New York, London, Geneva, Brazil, and Mexico and is highly collaborative across teams and regions. The Investment and Research Team also manages the governance, operational due diligence, and research and technology efforts for Wealth Management discretionary assets.

Responsibilities:

  • Perform investment due diligence on the suite of multi- and single-asset class portfolio management teams within Wealth Management Investment Solutions
  • Collaborate with internal partners in investment solutions, due diligence, risk management, quantitative research, portfolio execution, compliance, and operations
  • Devise, construct, and automate systematic tools that will be used to analyze portfolios and return streams by identifying key performance/attribution drivers, risk exposures and sensitivities, as well as general strengths and weaknesses of the strategy which may not be obvious without researching the data
  • Identify potential process improvements and collaborate with PM teams to enable those improvements
  • Effectively communicate findings to senior business leaders
  • Monitor markets to understand current drivers and market sentiment at the asset class and sub-asset class level


Qualifications:
  • Bachelor degree; advanced degree and/or CFA charter holder is a plus
  • 4-6 years relevant work experience with a strong quantitative skillset; some experience in portfolio management, research generation, or due diligence of multi-asset class portfolios is a plus
  • Ability to perform detailed analysis relating to portfolio management across various investment strategies and styles
  • Ability to thrive in a collaborative environment on a global team
  • A disciplined mindset with a strong desire for the team to build a sustainable and repeatable process, develop creative solutions, and act on those ideas through completion of the project
  • Strong verbal and written communications skills
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