About the team
The Endowments & Foundations Investment Team (E&F) in the J.P. Morgan Private Bank manages global multi-asset portfolios on a discretionary basis for endowments, foundations, and institutional-minded family offices across traditional and ESG mandates. The team conducts original research and portfolio analysis to drive strategic, tactical, and implementation decisions across public and private markets. The team is regionally distributed (New York, London, Mumbai) and works collaboratively across the firm. With over $35B in assets under management, the team serves clients across the U.S., EMEA, and Latin America.
Job summary
As an Equity Research Associate in New York, you will report to the team’s Head of Equities and contribute directly to the equity research and investment process. You will work closely with senior portfolio decision-makers, build research depth across global equities, and gain exposure to portfolio construction, asset allocation discussions, and manager research.
Job responsibilities
- Partner closely with the Head of Equities to conduct original investment research and idea generation across global equities (fundamental and macro; developed and emerging markets).
- Support equity portfolio implementation, including due diligence on third-party funds/vehicles.
- Maintain, develop, and improve internal tools and infrastructure used to monitor markets, track research theses, and support trading and performance analytics.
- Present research findings and portfolio updates to the broader investment team and other stakeholders.
- Conduct meetings with internal and external collaborators (sell-side analysts, industry experts, third-party managers).
- Assist with portfolio management activities including trade planning, pre/post-trade analysis, and performance analysis.
- Collaborate with global internal partners (client advisors, trade execution specialists, and due diligence specialists).
Required qualifications, capabilities and skills
- Bachelor’s degree.
- Minimum 2 years of work experience, preferably in an investment-related role.
- Strong proficiency in Excel and PowerPoint; experience with Bloomberg, FactSet, and/or similar platforms.
- Strong analytical and critical thinking skills; comfort with data (coding skills a plus).
- Outstanding attention to detail and ability to work under time pressure.
- Strong written and verbal communication skills.
- Strong interest in research and markets; understanding of financial fundamentals, risk management topics, and multi-asset portfolio management concepts.
- Ability to thrive in a collaborative environment on a global team.
Preferred qualifications, capabilities and skills
- Prior experience in an investing role.
- Advanced degree and/or CFA charterholder or progress toward the CFA.
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Bachelor's degree
- Minimum 2 years of work experience, preferably investment-related
- Proficiency in Excel
- Proficiency in PowerPoint
- Experience with Bloomberg, FactSet, or similar platforms
- Strong analytical and critical thinking skills; comfort with data
- Coding skills
- Outstanding attention to detail and ability to work under time pressure
- Strong written and verbal communication skills
- Interest in research and markets; understanding of financial fundamentals, risk management, and multi-asset portfolio management
- Ability to thrive in a collaborative, global team environment
- Prior experience in an investing role
- Advanced degree and/or CFA charterholder or progress toward CFA
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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