Equity Research Associate, Beverages & Personal Care

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Associate in Equity Research covering Beverage, Household & Personal Care Products. You will build models forecasting financials, assess industry dynamics, and draft research notes for clients and management teams.

Role requires 2–3 years in equity research or investment banking, strong accounting/finance skills, and advanced Excel. CFA charterholder or progress is preferred; coding skills such as VBA/Python are a plus.

Qualifications

• FINRA licenses Series 86 and Series 87 are required.
• Two to three years of experience in equity research or investment banking.
• Strong accounting, finance, quantitative and business communication skills.
• Advanced proficiency in Excel.
• Ability to multi-task and work both in a team and independently.
• Excellent attention to detail and deadline discipline.
• Interest in Beverage, Household & Personal Care Products sector.

Responsibilities

• Build and maintain Excel-based models to forecast financials and industry dynamics.
• Perform detailed valuation work to support stock recommendations.
• Analyze data, earnings, filings, and news to shape views on covered companies.
• Write research notes and sector pieces; prepare client presentations.
• Communicate with clients, industry experts, and management teams.
• Fulfill client requests in a timely and thorough manner.
• Generate differentiated ideas for research products.

Skills

Finance & accounting

Quantitative ability

Business communication

Modeling & forecasting

Valuation experience

Tools

Excel

Job description

JPMorgan Chase & Co. in New York seeks an Associate in Equity Research covering Beverage, Household & Personal Care Products. You will build models forecasting financials, assess industry dynamics, and draft research notes for clients and management teams.

Role requires 2–3 years in equity research or investment banking, strong accounting/finance skills, and advanced Excel. CFA charterholder or progress is preferred; coding skills such as VBA/Python are a plus.