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Asset Management - Equity Research Analyst, Greater China - Technology - Vice President

J.P. Morgan

J.P. Morgan

IT
Worcester, MA, USA
Posted on Thursday, March 21, 2024

Job Description

J.P. Morgan Asset Management is a leading investment manager for institutions, financial intermediaries and individual investors worldwide. It offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

As an Equity Research Analyst in the Greater China Equity team, you will cover hardware technology stocks across Greater China, including Taiwan.

Job Responsibilities:

  • Analyze strategically the investment opportunities in the Greater China Technology sector.
  • Create and update industry and company models, driving fundamental valuation signals based on long term valuation methodology.
  • Work constantly with other Portfolio Managers and other analysts, locally and across the global platform, to translate research insights into investment decisions.
  • Articulate investment ideas and judgements clearly.
  • Be fully integrated into the investment process and partly compensated on the relevant research signal and investment outcomes.
  • Work closely with the team to carry out various client service activities, including work on regular performance review reports; attend client meetings, both existing and prospective; support Portfolio Managers and Equity Product Specialists (i.e. Investment Specialists) on preparation work, including but not limited to preparing presentation materials for clients.

Required qualifications, capabilities and skills:

  • Minimum 5 years of financial experience, from sell-side or buy-side equities, covering relevant sectors.
  • Strong analytical skills, ability to measure investment judgement, decision-making, intellectual curiosity, intellectual honesty, teamwork, pro-active communication.
  • Be proactive in finding new investment ideas as well as thorough in understanding, valuing and maintaining coverage of existing investments.
  • Highly motivated individuals who are willing to work hard to build up their knowledge base, performance track record and credibility within the team.
  • Strong written and oral communication skills; ability to work effectively with colleagues based in New York, London, Hong Kong, Shanghai, Taipei, and Singapore.

Preferred qualifications, capabilities and skills:

  • Proficiency with automation tools within Bloomberg, Excel, etc. is an asset.
  • Some degree of understanding or proficiency in Python or other programming language