JPMorgan Chase & Co.

The Centralized Research Group is a part of the Corporate & Investment Bank Research & Analytics vertical. This team works closely with the firm's Corporate and Investment Banking teams across the globe in preparing pitch books & marketing materials. These books can relate to mergers & acquisitions, equity capital raising or debt capital raising. The Digital Private Markets business is a fast-growing global team within J.P. Morgan’s Corporate & Investment Bank. We are creating a high-profile and exciting new fintech business for the firm, focused on early-stage private markets. 

As an Information Specialist Analyst, your role involves leveraging cross-functional business knowledge, network and data of J.P. Morgan to create holistic solutions for private companies and their investors.

Job Responsibilities

• Develop and maintain a centralized repository / platform of company and investor information in the form of a dashboard that can be leveraged by bankers, clients, and investors globally including client onboarding on platform 
• Source and interpret information on individuals, organizations, or entities from a variety of data sources (company reports, online databases, J.P. Morgan proprietary content)
• Help on various MIS, dashboards, analytics / internal initiatives and come up with creative solutions that address the needs of senior management
• Drive technology initiatives and enhancements to implement tools and infrastructure projects that prepare the business to meet industry / regulatory / internal efficiency needs
• Work on ad-hoc research requests based on project requirement
• Summarize, simplify, communicate, and present detailed and complex information to a broad range of team members across the seniority spectrum, whether verbally or written 

Required qualifications, capabilities, and skills

• Qualifications: Bachelor’s degree in Business, Finance, Economics, or other related area
• Technical skill: Strong in Excel (able to distill large datasets into compact messages, macros, pivot tables, look-ups, and filtering), PowerPoint (skilled with visually presenting those messages), experience with dashboards (designing, using, enhancing)
• Problem solving: Intuitive thinker focused on asking the right questions to innovate and improve status quo and ability to find / source information from different sources and work on large amount of data
• Project work: Enjoys an end-to-end project from conceptualization to hands-on execution. Track record of managing projects to completion while managing multiple deadlines in a dynamic, high-volume, and fast-paced environment
• Content development: Experienced in delivering timely, high-quality presentations and reporting. Attentive to detail coupled with continuous focus on consumption-friendly design
• Excellent academic record with strong interest in making a career in finance with the ability to be a team player, multi-task while working independently delivering high quality results

Preferred qualifications, capabilities, and skills

• Prior knowledge of databases like PitchBook, Harmonic and Aumni is highly preferred with the knowledge of analyzing company financials and financial modeling skills in MS Excel would be an added advantage
• Prior knowledge of Tableau dashboard / Excel VBA / Python and prior experience in automation, process efficiency, process innovation and developing product knowledge, specifically in equity products and investment banking would be a plus
• Superior analytical, organizational and prioritization skills. Independent and driven. Self-starter with a desire to understand both the big picture and the details. Driven to identify opportunities for efficiency and structure. Strong work ethic and works smart
• Welcomes the challenge of wearing multiple hats in supporting the business. Thrives in a multi-disciplinary, time-pressured environment and matrix organization while making sound, independent decisions with professional maturity and personal integrity

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.