Equity Research - Clean Energy - Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan seeks an Associate in Equity Research covering Clean Energy. This role involves building financial models, conducting industry analysis, and producing research notes for clients.

You will collaborate with Sales and Trading to deliver market intelligence and provide coverage on sectors and companies under coverage. Strong communication and forecasting skills are essential. The position requires rigorous accounting/finance knowledge, advanced Excel, and the ability to manage multiple

Qualifications

• FINRA licenses Series 86 and Series 87 are required.
• 2–3 years of equity research and/or investment banking experience.
• Strong accounting, finance, quantitative and business communication skills.
• Advanced Excel proficiency is essential.
• Ability to multi-task and work in teams or independently.
• Excellent organizational skills and attention to detail.
• Interest in the Clean Energy 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

Equity research experience

Investment banking experience

Advanced Excel

Accounting/finance knowledge

Attention to detail

Team collaboration

Independent work

Education

FINRA Series 86 and 87 licenses

CFA candidate or CFA charterholder progress

Tools

VBA

Python

Job description

Job Summary:

Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!

As an Associate in Equity Research covering Clean Energy, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.

Corporate and Investment Banking - Research

One of the worlds most highly respected advisory franchises, J.P. Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.

Job 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

Required 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 provenability to meet deadlines in a dynamic environment
• Passion for the markets and interest in Clean Energy sector

Preferred qualifications:

• CFA charterholder or progress towards CFA
• Some coding capabilities - e.g., VBA, Python