Equity Research Associate: Specialty & Consumer Finance

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

J.P. Morgan is seeking an Associate in Equity Research covering Specialty & Consumer Finance. You will become an industry expert, conducting industry analysis, modeling financial statements, and writing research notes for internal and external clients.

You’ll build relationships with Sales and Trading, analyze earnings releases and regulatory filings, and contribute to market intelligence and timely client coverage. Strong accounting, finance, and communication skills are essential.

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.
• 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 Specialty & Consumer Finance 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

Series 86/87

Equity research

Excel proficiency

Financial modeling

Communication skills

Education

CFA candidate

Tools

Excel

Job description

J.P. Morgan is seeking an Associate in Equity Research covering Specialty & Consumer Finance. You will become an industry expert, conducting industry analysis, modeling financial statements, and writing research notes for internal and external clients.

You’ll build relationships with Sales and Trading, analyze earnings releases and regulatory filings, and contribute to market intelligence and timely client coverage. Strong accounting, finance, and communication skills are essential.