US Equity Macro Research - Cross Asset Strategist - Vice President
: Job Details :

In this role, you will be working in the Cross Asset Strategy team to help frame and present the broad JPMorgan view across a range of asset classes spanning from rates, FX, equities, credit, and commodities across developed and emerging markets.

Job summary:

As a Cross Asset Strategist Vice President on our Equity Macro Research team, you will focus primarily on developing and presenting a broad strategic and tactical asset allocation across different products/markets and jurisdictions. You will be part of a team that has the objective to develop a coherent framework for valuations and positioning across asset classes. Critical differentiation in the role will be the ability to coordinate across the senior product/country strategists and highlight and resolve the potential tensions and idiosyncrasies. Critical thinking will also be required in assessing over time the implications of topical drivers of financial markets in a broader context (political and geopolitical risk, idiosyncratic market stress events, etc.)

Job responsibilities:

• Research and summarize concisely the broad view across rates, FX, equities, credit, and commodities across developed and emerging markets.
• Develop internal models to assess cross-asset valuations as a function of macroeconomic indicators or as a function of other markets.
• Highlight the tensions between market pricing and macro outlook in a probabilistic/scenario analysis framework.
• Liaise with global market strategists to facilitate communication around changes in views and outlook, in evolution with the changing macro outlook.

Required qualifications, capabilities, and skills:

• Experience in financial markets and a strong understanding of the interaction between macro data/geopolitical events and market pricing.
• Clear and effective communication skills (both verbal and written).
• A master's degree in economics and finance with coursework in quantitative discipline (statistics, econometrics), asset pricing, financial economics, macroeconomics, and scenario analysis (CFA or equivalent).
• Strong data analysis and solid programming skills are required.
• Genuine intellectual curiosity and passion about the broad interaction between macro outlook and financial markets.