What are the responsibilities and job description for the Global Research - CLO Strategy (Sell Side) - Associate position at JPMorgan Chase?
Join a dynamic macro research team where rigorous analysis and clear thinking directly influence how major fixed income investors position portfolios. You’ll turn complex market and macro signals into actionable insights for internal partners and external clients.
Job summary:
CLO Strategy is an intellectually stimulating function that forms a top-down view on our markets. As a CLO Strategy Associate, you will support the Global Collateralized Loan Obligation (CLO) strategy franchise end-to-end—tracking spreads and technicals daily, maintaining the data infrastructure behind market views, monitoring macro developments, and contributing to flagship publications. You will work closely with senior strategists while developing and communicating your own market perspectives.
Job responsibilities
- Own monitoring of CLO spread markets, technicals, and macro catalysts; filter signal from noise and flag key drivers of spread direction
- Build, maintain, and enhance data models and infrastructure (including Excel) to improve efficiency, and expand scope
- Support flagship strategy publications by identifying evolving trends, running scenario analysis, and performing valuation and relative value analysis
- Write concise, client-ready research notes and contribute clearly reasoned conclusions to publications
- Communicate views effectively in live discussions, internal debates, and client-facing conversations
Required qualifications, capabilities, and skills
- Creative spark – always thinking of how to build a better mousetrap
- Self-starter mindset with strong intellectual curiosity for markets and credit
- Strong communication skills/willingness to engage markets colleagues and clients
- Strong quantitative skills and comfort working with large datasets in Excel
- Excellent writing and presentation skills; clear, concise, and decisive under time pressure
- Strong passion for markets
Preferred qualifications, capabilities, and skills
- Some experience in CLOs, Credit, or Securitization helpful but not required
- Proficiency with Bloomberg
- Strong MS Office skills (Word and PowerPoint)
- FINRA Series 7 and Series 63 (or ability/willingness to obtain)