Analyst — Emerging Companies (Equity Research), Sydney, Australia

Testing Site - JPMC; Sydney; On-site; AUD 100,000 - 140,000; Full time

Job summary

J.P. Morgan is seeking an Analyst for Emerging Companies in Australia, based in Sydney. The role covers high-growth, small/mid-cap and pre-IPO names across Australia and New Zealand, building models, tracking catalysts, and publishing research to institutional clients.

Ideal candidates will have strong modeling skills, Excel proficiency, and familiarity with market data platforms. The role involves collaboration with sales, trading, and corporate access in a fast-paced environment.

Qualifications

• Strong financial modeling and valuation skills across multiple methods.
• Proficiency in Excel; familiarity with major market data platforms.
• Analytical skills with ability to link news and data to investment views.
• Understanding of AI tools for document review and KPI extraction.

Responsibilities

• Build and maintain 3-statement models, DCF, comps, and scenario analysis.
• Produce earnings previews, initiations, and thematic notes for clients.
• Monitor market events, capital activity, and regulatory filings for catalysts.
• Create dashboards to surface growth, margins, and funding signals.
• Prepare client-ready materials and support sales/trading with updates.
• Ensure compliance with research policies and information barriers.

Skills

Financial modeling

Valuation skills

3-statement analysis

Excel proficiency

Python/SQL/R (data analytics)

AI tools / prompt design

Education

Bachelor’s degree in finance

Economics / Engineering degree

CFA enrollment a plus

Tools

Bloomberg

FactSet

Capital IQ

Job description

Analyst — Emerging Companies (Equity Research), Sydney, Australia

Sydney, NSW, Australia

Job Information

• Job Category Research
• Business Unit Commercial & Investment Bank
• Posting Date 02/26/2026, 12:16 AM
• Locations 85 Castlereagh St, Sydney, AU-NSW, 2000, AU
• Job Schedule Full time

About Us

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. 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.

Job Description

Job Summary

Join J.P. Morgan’s Global Equity Research as an Analyst on the Australia Emerging Companies Team, covering high‑growth, small/mid‑cap and pre‑IPO/public crossover companies across Australia and New Zealand. This role is ideal for candidates with a keen interest in markets—those who follow newsflow closely, connect data to price action, and enjoy forming and testing investment hypotheses. You will build and maintain financial models, track catalysts, and produce concise, investment‑relevant research published globally to institutional clients—combining rigorous fundamental analysis with fast, news‑driven execution and close collaboration with sales, trading, and corporate access.

Job Responsibilities

• Build and maintain operating/valuation models (3‑statement, DCF, comps, probability‑weighted scenarios, cohorts) and KPI trackers tailored to emerging companies.
• Produce earnings previews/reviews, initiations, thematic notes, and rapid event‑driven commentary with clear, actionable takeaways.
• Monitor ASX/NZX announcements, capital raises, regulatory filings, and industry data; identify catalysts, assess what’s priced in, and run sensitivities/scenarios on key drivers.
• Create concise dashboards/visuals that surface inflections in growth, margins, liquidity, and funding needs.
• Prepare client‑ready materials; support corporate access and management meetings; deliver timely, targeted updates to sales and trading.
• Contribute to cross‑sector/thematic projects; uphold research policies, information barriers, and compliance/risk standards.
• Utilize AI tools—particularly large language models (LLMs, e.g., Claude)—to accelerate document review, transcript summarization, KPI extraction, and drafting; apply strong prompt design, verification/QA, and source traceability; use only firm‑approved tools and workflows.

Required Qualifications, Capabilities, and Skills

• Strong financial modeling and valuation skills (3‑statement, DCF, trading comps, scenarios/sensitivities) and solid accounting/financial statement analysis.
• Proficiency in Excel; familiarity with Bloomberg/FactSet/Capital IQ or similar; data/analytics skills (Python/R/SQL, visualization) a plus.
• Working understanding of AI tools and methods, including LLMs (e.g., Claude), prompt design, summarization, extraction, and QA—used within approved, compliant workflows.
• Clear, concise written and verbal communication; ability to tailor messages for clients, sales, and trading.
• Demonstrated passion for financial markets: track newsflow and earnings calendars, link fundamentals to price moves, and iterate views quickly as facts change.
• Bachelor’s degree in finance, economics, engineering, or related field; CFA enrollment/progression a plus.

About the Team

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.