Global Research - CLO Strategy (Sell Side) - Associate
New York, NY, USA
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)
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
Help shape top-down US IG credit views through data-driven research, modeling, and client-ready insights.