JPMorganChase · 2 weeks ago
Asset Management - Small Cap Research Analyst - Vice President
New York, NY
Full-time
Onsite
Mid, Senior Level
$170K/yr - $285K/yr
5+ years expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. They are seeking a Small Cap Analyst to contribute to the investment process by researching companies and producing actionable investment recommendations.
FinanceBankingAsset ManagementFinancial Services
Responsibilities
Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team’s research process
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
Identify fundamental risks for each stock in regards to macro, industry and company specific events
Build and maintain financial models to estimate future cash flows and sustainable earnings power
Maintain written and verbal communication with the Portfolio Manager and communicate effectively with internal colleagues and external clients
Utilize valuation techniques to estimate firm value
Deliver clear/concise investment recommendations under uncertainty
Distinguish between essential and non-essential information
Qualification
Required
Bachelor Degree in Finance or related field
5+ years experience
Must be detailed oriented and highly numerate with creative problem solving abilities, a strong interest in financial markets and an ability to multi-task
Requires independent thinking and the ability to perform research with limited oversight
Must possess strong interpersonal skills and be a team player
Preferred
CFA preferred
Generalist w/ key focus on Technology and/or Healthcare sectors preferred
Benefits
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
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
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.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
6%
Represents job field similar to this job
Accounting and Finance
Engineering and Development
Management and Executive
Customer Service and Support
Product Management
Legal and Compliance
Marketing
Sales
Creatives and Design
Human Resources
Public Sector and Government
Trends of Total Sponsorships
*2026 (1787)
2025 (3470)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-07-17
Morningstar.com
2026-07-17
Markets | Mail Online
2026-07-15
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