Asset Management - Value Equity Research Analyst (Energy/Utilities) - Vice President

At J.P. Morgan Asset Management, we offer equity solutions to global pension plans, sovereign wealth funds, and central banks, with a focus on in-house research. Our global presence and collaboration across regions and sectors enable us to share and compare ideas worldwide. The Analyst will be a key member of the Mid and Small Cap Value Portfolio Management Team, researching the Energy and Utility sectors to produce actionable investment recommendations.

Job Summary

As a Value Equity Research Analyst in the Mid and Small Cap Value Portfolio Management Team at J.P. Morgan Asset Management, you will be an active member responsible for contributing to the investment process by researching companies in the Energy and Utility sectors with the objective of producing actionable investment recommendations.

Job 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 regards to macro, industry and company specific events. 
• Perform independent fundamental analysis of a company’s business by examining SEC filings, analyzing historical financial statements and interviewing corporate executives 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.
• Utilize valuation techniques to estimate firm value.

Required qualifications, capabilities and skills 

• Bachelor Degree in Finance or related field. 
• The analyst will focus on a wide range of businesses within the Energy and Utility sectors
• Must be detailed oriented and highly numerate with creative problem solving abilities, a strong interest in financial markets and an ability to multi-task.
• 5+ years of investment or related experience.
• Requires independent thinking and the ability to perform research with limited oversight.
• Must possess strong interpersonal skills and be a team player. 

Preferred qualifications, capabilities and skills

• CFA preferred.
• Energy (Upstream/Midstream/Downstream and Utility (Electric/Gas/Independent Power) sectors; research experience in one or more of these areas is preferred.

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans