Equity Research - Hardware (Telecom & Networking Equipment) - Associate

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

Job summary

J.P. Morgan’s Corporate and Investment Banking - Research team seeks a skilled equity research professional with 2–3 years of experience in finance.

The role emphasizes building models, performing valuations, and producing research notes and presentations for clients and management teams in a fast-moving environment. The candidate should have Series 86 and 87 licenses or be pursuing them, strong Excel skills, and the ability to collaborate with both internal and external stakeholders.

Qualifications

• 2–3 years of equity research and/or investment banking experience.
• Strong accounting, finance, quantitative and business communication skills; modelling, forecasting and valuation experience.
• Advanced proficiency in Excel required.
• Ability to multitask and collaborate within a team and also work independently.

Responsibilities

• Build and maintain Excel-based models to forecast company financials and industry dynamics.
• Perform detailed valuation work to support stock recommendations.
• Analyze complex datasets, regulatory filings, and industry events to shape coverage views.
• Write research notes and prepare sector reports and 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 curiosity and generate ideas for differentiated research products.

Skills

Excel proficiency

Financial analysis

Valuation

Data communication

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!

Corporate and Investment Banking - Research

One of the world’s 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 Technology Hardware (Telecom & Networking Equipment) sector

Preferred qualifications:

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