Wealth Management - Fundamental Credit Analyst, Associate / Vice President

New York, USA
Jun 20, 2019
Jun 22, 2019
Job Function
Credit Analysis
Industry Sector
Finance - General
Employment Type
Full Time
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P. Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day. We are committed to your growth and development. We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.
The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by Euromoney , and we have been specifically recognized for our succession planning, advice and trust services.

Customized Taxable Portfolios Team:

J.P. Morgan is seeking a Credit Research Analyst to join the Customized Taxable Portfolio team. The team is responsible for managing over 2,500 customized separately managed accounts. In aggregate the team overseas approximately $10 billion in assets across these accounts. The team manages these accounts on behalf of clients which range from high net worth individuals and families to small corporations and foundations.

The Taxable Portfolios Team manages two strategies:

1) C-TAX, which manages separately managed accounts that invest in US dollar denominated investment grade and high yield (primarily BB-rated) corporate bonds.
2) C-PREP, which manages separately managed accounts that invest in US dollar denominated preferred securities and deferrable subordinated debt with a focus on the financials sector (banks, insurance, brokers, etc.)

The Credit Research Analyst responsibilities include, but are not limited to:
- Providing fundamental credit research, real time updates/relative value, and oversight for the issuers and industries over which they have coverage responsibility
- Identify and pitch new investment recommendations he/she deems appropriate for investment in the portfolios
- When appropriate, be able to speak with internal partners (investment advisors) and clients about your industry or issuers for which you have a fiduciary responsibility

The Customized Taxable Portfolio team is part of the Customized Bond Solutions Platform (C-BoS) which oversees $25 Billion in assets under management.

  • In addition to having a strong credit research background, the Credit Research Analyst must possess excellent communication skills, both written and oral, to communicate his/her thoughts to the team and clients concisely
  • Self-motivated, highly organized, detail oriented
  • Creative, energetic, and decisive, with high level of integrity
  • Team player with ability to multi-task in fast-paced environment

The successful candidate will possess:
  • Minimum of 3 years experience in credit research: investment grade, high yield
  • Familiarity with technology and capital goods sector is helpful
  • Some buyside experience is preferred
  • Bachelors' degree required
  • MBA/CFA viewed positively, but not required

Similar jobs

Similar jobs