JPMorganChase · 4 hours ago
Asset Management - Value Advantage Equity Research Analyst - Vice President
New York, NY
Full-time
Onsite
Mid Level
$170K/yr - $275K/yr
4+ years expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. The Analyst will be an active member of the Value Advantage Portfolio Team, responsible for researching companies and producing actionable investment recommendations.
FinanceBankingAsset ManagementFinancial Services
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 regard to macro, industry and company-specific events
Perform independent fundamental analysis of a company’s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools 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
Collaborate on investment theses and monitor against company updates
Utilize valuation techniques to estimate firm value
Qualification
Required
Bachelor Degree
4+ years experience
Generalist
Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task
Requires independent thinking and the ability to perform research with limited oversight
Must possess strong interpersonal skills and be a team player
Preferred
Preferably a degree with a concentration in economics, finance, and/or CFA designation
Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-02-12
2026-02-12
Payments Dive
2026-02-12
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