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JPMorgan Chase Wealth Management, US Equities, Healthcare, Vice President in New York, New York

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.

As a US Equity Investment Analyst you will be a member of the Global Equity group within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of US Equities. The Equity group is responsible for driving the Private Bank CIO Team's investment decisions across global equity markets for implementation within discretionary equity and multi-asset client portfolios.

Job Responsibilities:

  • Work with the Portfolio Managers on the US Equity team to devise and propose US investment strategies and tactical recommendations in the US or Global Healthcare sector to the Private Bank CIO Team for implementation across discretionary portfolios.

  • Perform fundamental analysis, including financial modeling, across a variety of US companies within the Healthcare sector

  • Participate in calls and meetings with sell-side analysts, industry contacts, and management teams

  • Contribute to the Private Bank CIO Team's investment process and performance culture

  • Maintain a consistent focus on compliance and risk management

Required Qualifications, Skills and Capabilities:

  • 6 years' experience working on Long-only US Equity Buy-side

  • Strong understanding of tactical allocation across the Healthcare sector, Industries, and sub-sectors

  • Clear understanding of the investment management industry from both a fiduciary and strategic perspective

  • Bachelor's or Master's degree

  • CFA

Preferred Qualifications, Skills and Capabilities::

  • Analytical mindset with a high level of intellectual curiosity

  • Quantitative and problem-solving skills

  • Clear passion for financial markets and investing

  • Excellent communication skills (listening, verbal, and written)

  • High-level interpersonal and teamwork skills with leadership potential

  • Effective multi-tasking and prioritization capabilities

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

Base Pay/Salary

New York,NY $161,500.00 - $260,000.00 / year

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