Equity Research Associate — Large-Cap Software

Aumni; New York (NY); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. seeks an Associate for US Equity Research in the Large Cap Software sector. You will build models to forecast revenues, conduct detailed valuations, and analyze market data to form investment theses.

The role involves writing research notes and presenting ideas to clients and internal teams. The position requiresFINRA Series 86/87, 2–3 years in equity research or IB, and strong Excel-based modeling skills.

Formación

• FINRA licenses Series 86 and Series 87.
• 2–3 years of experience in equity research and/or investment banking.
• Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience.
• Advanced level of proficiency in Excel.
• Ability to multi-task and collaborate within a team environment as well as work independently.
• High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment.
• Passion for the markets and interest in the Large Cap Software sector.

Responsabilidades

• Build and maintain Excel-based models to forecast company financials and project industry dynamics.
• Perform detailed valuation work to support stock recommendations.
• Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage.
• Write research notes on covered companies and sector reports and prepare presentations.
• Build relationships and communicate effectively with internal and external clients, industry experts, and management teams.
• Fulfill client requests in a timely and thorough manner.
• Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product.

Conocimientos

Series 86/87

Equity research

Excel

Forecasting and valuation

Financial modelling

Attention to detail

Multitasking

Communication skills

Large Cap Software interest

Educación

CFA charterholder or progress towards CFA

Herramientas

VBA

Python

Descripción del empleo

JPMorgan Chase & Co. seeks an Associate for US Equity Research in the Large Cap Software sector. You will build models to forecast revenues, conduct detailed valuations, and analyze market data to form investment theses.

The role involves writing research notes and presenting ideas to clients and internal teams. The position requiresFINRA Series 86/87, 2–3 years in equity research or IB, and strong Excel-based modeling skills.