Description J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds. The Macro Strategies team, based in London, manages $6.5 bn for clients globally in multi-asset portfolios which aim to deliver positive returns for investors through varying market environments, seeking to provide a truly alternative product with consistent outcomes. The team seeks to identify investment opportunities that arise in markets from the mispricing of macro drivers by using a research-oriented macro framework, carrying out comprehensive security-level analysis and employing flexibility and dynamically adjusting exposures as the macro backdrop evolves. Role Summary You will work very closely with the Portfolio Manager's team to originate and research global equity investments in a global macro context. This will include conducting in-depth research into secular themes, as well as fundamental analysis of thematic and cyclical equity investments. The analysis you do will include financial modelling, Job Responsibilities You will work very closely with the PM team to originate and research global equity investments in a global macro context. Conduct in-depth research into secular themes, as well as fundamental analysis of thematic and cyclical equity investments. The analysis you do will include financial modelling, ESG analysis and incorporating a strong awareness of the potential risks. Meet with sell-side analysts, industry contacts and management teams. You will be contributing to a concentrated portfolio, and the role has the potential to eventually manage portfolio positions. Required qualifications, capabilities and skills Relevant, current experience in equity research, preferably working at a buy-side firm but sell-side experience also considered Generalist or sector specialist considered, with a strong appreciation of secular drivers and interest in cyclical investing Preferred qualifications, capabilities and skills Strong fundamental equity and financial modelling skills Experience and ability to form high conviction views Exceptional interpersonal and teamwork skills High level of curiosity and strong work ethic Excellent communication skills (listening, verbal, and written) This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.