Equity Research Associate, Retailing: Hardlines

Next Frontier Capital; New York (NY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks an Associate in Equity Research covering Retailing - Hardlines/Broadlines. You will become an industry expert, conduct industry analysis, model financial statements, and write research notes while engaging internal and external clients.

This role collaborates with Sales and Trading and demands strong accounting, finance, quantitative and communication skills. The position requires FINRA Series 86/87 licenses; CFA is a plus.

Qualifications

• FINRA licenses Series 86 and Series 87.
• 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.
• 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 Retailing - Hardlines/Broadlines sector.

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

Excel

Accounting

Finance

Quantitative

Communication

Modeling

Team collaboration

Education

CFA (charterholder or candidate)

Tools

VBA

Python

Job description

JPMorgan Chase & Co. in the United States seeks an Associate in Equity Research covering Retailing - Hardlines/Broadlines. You will become an industry expert, conduct industry analysis, model financial statements, and write research notes while engaging internal and external clients.

This role collaborates with Sales and Trading and demands strong accounting, finance, quantitative and communication skills. The position requires FINRA Series 86/87 licenses; CFA is a plus.