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Wealth Management, Equity Strategist, Analyst

Req #: 180013401
Location: Hong Kong, , HK
Job Category: Relationship Management/Sales
Potential Referral Amount: 20000 Hong Kong Dollar (HKD)

About J.P. Morgan Chase & Co.

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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.


Overall Purpose of the position


[1] To service global Private Banking (PB) clients as part of a centralised strategy desk, with three senior team members, focusing on Asia equities. The role is responsible for developing the market views and identifying equity solutions, including, country, sector and thematic brokerage ideas as well as single stock selections for various recommended lists.  The team is part of the wider Equity Solutions Team, which oversees the entire global equity offering.


[2] The Candidate will also assist in developing marketing materials and also will ultimately be expected to also present these ideas via calls and meetings with internal and external clients.


[3] The Candidate will also work closely with the derivatives team to recommend ideas, both through direct cash buys and sells, as well as through various equity structured products.


Main Responsibilities:


Idea Generation

  • Help generate country, sector, stock and thematic lists with a focus on Asia equities, with greater focus on China/HK (stocks within the universe of JPMS LLC Research stocks rated Neutral or Overweight can be recommended)
  • Be familiar with basic financial statements and valuation metrics to analyze companies
  • Help provide recommendations on a reverse inquiry basis to clients and advisors
  • MIS -  monitor performance, maintain excel spreadsheets linked to Bloomberg with various data sets around equity metrics

 Marketing Single Stock Themes

  • Marketing Materials - create both internal and external compliance approved documentation to support our views, highlight performance, success stories and changes to the various lists
  • Maintain Website - upload internal and external lists, thematic rationales, single stock rationales and performance documentation
  • Answer client and investor inquiries about individual stocks
  • 1 to 3 years equity markets working background with a research background preferred
  • MS Excel and PowerPoint and strong quantitative skills a must
  • Understanding of Private Banking investments platform and private client needs
  • Excellent attention to detail
  • Ability to work under pressure, maintain controls and act professionally in high stress situations
  • Strong written and oral presentation skills to market equity ideas and themes to clients and the internal platform
  • Highly analytical and conversant with bottoms-up company research
  • Mandarin and/or Cantonese fluency is required
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