JPMorganChase

Asset Management - Security Capital Research Analyst (Portfolio Research & Execution Team) – Vice President

JPMorganChase  •  Chicago, IL (Onsite)  •  3 hours ago
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Job Description

Role and responsibilities overview:

  • The Security Capital Research Analyst will be a member of the Portfolio Research & Execution team, responsible for delivering research across client portfolios and select real estate-related businesses. The role entails listed real estate company analysis as well as top-down macro analysis driven by supply/demand dynamics, investment valuation and pricing. Research will include assessing the investment potential of broader real estate adjacent companies and working to identify innovative approaches to valuation by leveraging insights and analytics from across US Equities. The analyst will produce clear, client-ready analysis to support client engagement, including portfolio and performance context, exposure/risk narratives, and bespoke research that articulates positioning, themes and investment rationale to internal and external audiences. The analyst will also partner with Portfolio Managers and the broader investment team to monitor portfolio positions and respond quickly to company/news, support client-facing deliverables by providing analysis of portfolio metrics and respond to client questions with clear, data-backed insights.

Required qualifications, skills, and competencies

  • Bachelor’s degree in Finance, Economics, Real Estate, Accounting, or a related field
  • 4+ years of relevant experience in real estate investment, equity research, or a related analytical role with real estate exposure
  • Demonstrated ability to build excel models and perform scenario analysis tied to real estate fundamentals and capital structure
  • Detail-oriented with ability to multi-task and manage deadlines
  • Strong written and verbal communication skills with the ability to translate complex real estate concepts into clear investment and client narratives
  • Independent thinker with the ability to perform research with limited oversight and effective at collaborating with team members

Preferred qualifications, skills, and competencies

  • MBA or CFA (or progress toward) preferred, with coursework/credentials in real estate
  • Experience producing client-ready analysis and materials
  • Comfort leveraging data tools (e.g., Excel, AI) and research platforms to automate recurring analytics

JPMorganChase, 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. 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

JPMorganChase

About JPMorganChase

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.

Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms

© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
New York, NY
Year Founded
Unknown
Website
jpmorganchase.com
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