Equity Research (Insurance & Diversified Financials) – Associate/Vice President – Australia at JPMorgan Chase & Co. | AU | Rezi

Equity Research (Insurance & Diversified Financials) – Associate/Vice President – Australia at JPMorgan Chase & Co.

Equity Research (Insurance & Diversified Financials) – Associate/Vice President – Australia

JPMorgan Chase & Co. · AU

1 months ago

Equity Research (Insurance & Diversified Financials) – Associate/Vice President – Australia

JPMorgan Chase & Co. · AU

a month ago
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About the Role

We are seeking an Associate or Vice President in Equity Research to join our Number 1 Ranked Insurance and Diversified Financials Team. You will be responsible for developing differentiated investment and strategic insights, forecasting financial prospects, producing high-quality written research, and engaging with institutional investors and company management teams.

Responsibilities

  • Build and maintain detailed financial models, forecasts, and valuation frameworks across the Insurance and Diversified Financials coverage universe.
  • Help the team develop use cases for Generative AI across the broader Asia Pacific Franchise.
  • Analyze company earnings, regulatory developments, capital management initiatives, industry trends, M&A activity, and other market developments impacting sector performance.
  • Develop investment recommendations, earnings forecasts, ratings, and target prices supported by rigorous fundamental analysis.
  • Draft research publications including earnings previews and reviews, company updates, thematic reports, sector deep-dives, and industry thought leadership pieces.
  • Conduct detailed analysis of key sector drivers including premium growth, claims trends, capital adequacy, ROE, solvency, asset allocation, funds under management, net inflows, transaction volumes, and operating leverage.
  • Monitor industry developments including regulatory reforms, competitive dynamics, investment market trends, insurance pricing cycles, superannuation flows, and capital market activity.
  • Support institutional client engagement through meetings, conference calls, investor marketing, and responses to client enquiries.
  • Build and maintain relationships with company management teams, industry participants, investors, and internal stakeholders across Sales & Trading and Corporate Access.
  • Ensure strong governance around model integrity, research processes, documentation, and compliance standards.
  • Mentor junior team members and contribute to a collaborative and high-performing research culture.

Requirements

  • Experience in Equity Research or a related analytical role such as actuarial, investment management, corporate finance, investment banking, or strategy.
  • Understanding of Insurance and/or Diversified Financials sectors, including key valuation methodologies and industry drivers.
  • Advanced financial statement analysis and financial modeling capabilities.
  • Experience analyzing complex financial institutions, capital structures, and regulatory frameworks.
  • Exceptional written and verbal communication skills with the ability to communicate investment views clearly and concisely.
  • Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
  • Strong commercial judgment, intellectual curiosity, and attention to detail.
  • Demonstrated ability to develop differentiated investment views and actionable recommendations.
  • High integrity and strong awareness of compliance and regulatory requirements applicable to research activities.

Skills

  • Generative AI
  • Financial modeling
  • Writing
  • AI / Programming / LLM skills
  • Advanced financial statement analysis
  • Bloomberg
  • FactSet
  • Visible Alpha

Location

  • Asia Pacific

Work Type

  • Full-time

Experience Level

  • Associate
  • Vice President

Education Level

  • MBA or equivalent advanced qualification

About the Company

  • 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.
  • J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments.
  • Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.
  • The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Equal Opportunity

  • 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.