Fundamental Analyst

JPMorgan Asset Management is a global, leading asset manager of choice for institutions, financial intermediaries and individual investors. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. 

Asset Management Solutions – Global Multi Asset Group (AMS – GMAG) 

Asset Management Solutions was launched in 2012 to bring together our multi-asset capabilities in order to enable us to continue to develop and deliver solutions that best meet our clients’ needs. The teams below from Investment Management, which manage nearly USD 80 billion for clients, form part of Asset Management Solutions: 

• Global Multi-Asset Group (GMAG). GMAG is widely regarded as a pioneer in asset allocation solutions. The team offers diversified investment solutions for some of the world’s leading pension plans, corporations and institutional investors. It also provides advice for the Chase Strategic Portfolio, which brings together Chase Wealth Management’s sales force and product development capabilities with the investment expertise of J.P. Morgan Asset Management to help enhance returns and reduce risks. 
• Institutional Strategy Group. The Strategy team is a go-to resource for helping Institutional client advisors deliver robust analysis, relevant research and customised approaches to their clients. 
• The following groups from Global Wealth Management, which collectively have USD 20 billion in AUM, also form part of Asset Management Solutions: 

- Global Access Portfolios (GAP). The Global Access Investment Team provides solutions to private clients and institutions in more than 35 countries through its suite of multi-asset class, hedge fund-of-fund and managed equity portfolios. The multi-asset class strategies take a sophisticated approach to asset allocation across traditional and alternative asset classes. 
- J.P. Morgan Advisory Program. The J.P. Morgan Advisory Program provides innovative, liquid and managed solutions and has grown to include three Thematic Advisory Program and six Opportunistic Advisory Program strategies. 

This is a position of Research Analyst in the Convertible Bonds Team. The team is responsible for managing Convertible Bonds and Capital Structures strategies. Individuals in the team typically have a core background in one of the specific asset classes, but they should be able to think creatively across multiple asset classes in order to deliver the best risk adjusted returns. 

It is envisaged that the successful candidate will join the team at VP level as a Capital Structures specialist responsible for analysing companies across our equity and convertible universe. The analyst will be asked to build thematic ideas and should have the technical and modeling skills to interact with the JPMAM analysts and the broking community to generate real bottom up alpha. 

The convertible bond team manages in excess of USD 5bn, with expectations that this number will grow. The successful candidate will be expected to assist in the management of our new and existing products. The nature of the role means that we are willing to consider candidates from a broader range of backgrounds. 

Responsibilities: 

• Responsible for the coverage of companies in the technology and pharmaceutical/biotech sectors 
• Build companies financial models 
• Generate investment ideas based on fundamental research 
• Perform scenario analysis 
• Generate inputs for the valuation process of Convertibles bonds 

Experience/skills: 

• A proven background in corporate finance, private equity/venture capital, MA or equity research 
• Excellent financial modeling skills (operating models, capital structure models, merger models, LBO, etc ) 
• Experience in the tech or biotech sectors and knowledge of industry trends is a distinct advantage 
• A passion for investment 
• Collaborative and collegiate plus a willingness to undertake all aspects of the role 

JP Morgan offer an exceptional benefits program and a highly competitive compensation package. JP Morgan is an Equal Opportunity Employer 

November 6, 2013 • Tags:  • Posted in: Financial

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