Equity research analyst job description

The US Equity Fundamental Research team is currently looking for a Research Analyst to lead the team's research and investments in MedTech, Life Science Tools, and Health Services companies. The US Equity Fundamental Research team provides investment recommendations for ~$375B in AUM. The main responsibilities in this position would include:
Research companies and industries within the coverage universe. Make relative valuation comparisons and investment recommendations to portfolio managers. Manage sector sleeve of analyst fund portfolio Work and communicate with a global network of JPMAM analysts and portfolio managers. Mentoring and developing a junior level research analyst.

Qualifications:

Strong understanding of financial markets and securities valuations Buy-side experience preferred Ability to deliver clear/concise investment recommendations under significant uncertainty Ability to distinguish between essential and nonessential information Strong spreadsheet modeling skills Excellent oral and written skills. Ability to work effectively with colleagues globally At least seven years of relevant experience analyzing companies in the MedTech, Life Science Tools, Health Services industry


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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

Your role

Are you gifted at assessing value and risk? Do you have a strong interest in analyzing companies? We're looking for someone like that who can:

* Work closely with Aerospace/Defense analysts in a variety of different roles
* Assist in the construction, accuracy and maintenance of detailed company specific financial models
* Draft individual company and sector-wide research reports for distribution to the UBS sales force, as well as clients
* Analyze industry data to describe current and long-term trends
* Provide investment recommendations based on earnings projections, valuation and risk assessment
* Conduct extensive valuation analysis on stocks in the Financials sector
* Create exhibits and presentations for sales and clients
* Update and maintain analyst marketing presentations
* Communicate with both institutional clients and internal clients to convey investment recommendations and ideas

Join us

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Your expertise

You have:

* Bachelor's degree or international equivalent in Finance, Economics or Accounting
* Experience in the evaluating companies
* Top-notch customer service focus and attitude for clients
* The ability to perform under pressure and meet time sensitive deadlines
* A good handle on accounting, including reviewing and interpreting annual reports and financial statements
* Solid know-how of Microsoft Excel

You are:

* An excellent communicator, able to educate through the creation of innovative models, reports and presentations
* Inquisitive, organized and detail oriented
* A self-starter who thrives in a collaborative, fast-paced environment

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Voya Investment Management is seeking a Research Analyst to join the Fundamental Equity investment team covering the Healthcare sector, with a focus on the growth Biotech/Pharma industry. The Analyst is responsible for security selection within the sector in mid and large sized companies. She/he would research new ideas and conduct maintenance research on current holdings via data collection and financial analysis. The analyst will drive the process of stock selection within the sector in conjunction with the portfolio manager.

The analyst must possess experience covering the domestic Healthcare/Biopharma Sector on a buy side long-only platform.

The individual will develop and communicate investment recommendations based on comprehensive industry and company research through various sources of information, including review of public documents, annual reports, trade journals, networking with industry contacts as well as interviews with senior management. Conduct industry research to assess trends and identify potential changes in secular growth rates as well as build, update and maintain financial and valuation models. The analyst is responsible for being aware of the impact that economic and market conditions have on the performance of both portfolio and non-portfolio companies within the Biotech/Pharma Industry. The individual will be expected to effectively communicate, explain and defend buy and sell ideas to the Fundamental Equity portfolio managers.

The Analyst's contribution will be determined by how much alpha his/her ideas have generated, and as a result, how much influence they've had on the overall portfolio.

Experience
At least 7-10 years of fundamental equity research experience in buy-side long only platform is required Deep knowledge of the domestic Healthcare sector, with an emphasis on growth Biotech/pharmaA demonstrable track record of success in stock selection Strong communications skills with the ability to communicate in a timely and investment-relevant manner Demonstrated understanding of financial statements and models Demonstrated ability to work in a team environment BA/BS; MBA and/or CFA are a plus

Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer
Health, dental, vision and life insurance plans 401(k) Savings plan - with generous company matching contributions (up to 6%) Voya Retirement Plan - employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable AccommodationsWe are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.Misuse of Voya's name in fraud schemes