Equity Research Associate – Retail & Specialty

JPMorganChase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase in New York is seeking an Associate in Equity Research covering Retailing - Broadlines / Specialty. You will become an industry expert, building models, valuing stocks, and preparing research notes for internal and external clients.

You will interact with Sales and Trading teams, manage complex data, and contribute to market intelligence with strong writing and quantitative skills. The role requires Series 86/87 licenses and 2–3 years of relevant experience.

Qualifications

• Two to three 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.

Responsibilities

• 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

Skills

Series 86 & 87 licenses

Equity research experience

Accounting skills

Finance skills

Quantitative skills

Business communication

Excel proficiency

Multi-tasking

Collaboration

Organization skills

Market passion

Tools

VBA

Python

Job description

JPMorganChase in New York is seeking an Associate in Equity Research covering Retailing - Broadlines / Specialty. You will become an industry expert, building models, valuing stocks, and preparing research notes for internal and external clients.

You will interact with Sales and Trading teams, manage complex data, and contribute to market intelligence with strong writing and quantitative skills. The role requires Series 86/87 licenses and 2–3 years of relevant experience.