Equity Research - Industrials - Analyst

J.P. Morgan; Worcester (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan is seeking an Equity Research Analyst to leverage advanced models, data, and sector insight to deliver original, actionable research and client-ready reports.

You will contribute to thematic sector coverage, handle client requests, and craft persuasive communications for diverse stakeholders. The role emphasizes strong analytical ability, proficiency in data-driven modeling, and awareness of regulatory risk, with Mandarin reading capability as a plus for engaging with

Qualifications

• At least 1 year of analytical experience beyond accounting/finance.
• Bachelor’s degree or equivalent in a Data Science field.
• Ability to arrange fact-finding trips and channel-check meetings.
• Entrepreneurial drive with strong analytical and quantitative skills.
• Ability to complete a robust model (base and sensitivity cases).
• Ability to discuss the drivers and risks of your industry/country.
• Ability to synthesize disparate information into a clear thesis.
• Proficiency in reading Chinese-language disclosures and engaging Mandarin clients.
• Strong preference for data science/consulting backgrounds and non-consensus research.
• Creativity in solving problems; readiness to explore new approaches.
• Ability to thrive under competitive pressure and focus on client needs.
• Ability to interact with business clients and management.
• CFA/CPA or progress toward is a plus.

Responsibilities

• Contribute to thematic sector reports; collaborate on cross-sector projects.
• Handle day-to-day client requests and needs efficiently.
• Communicate your team's ideas persuasively to internal and external parties, tailoring communications to client needs.
• Organize fact-finding trips and channel-check meetings upon clients' bespoke requests or for investor tours.
• Suggest new approaches or ideas to enhance your franchise as a business.
• Understand and adhere to the firm's risk management policies and applicable legal and regulatory rules.

Skills

Analytical skills

Data science background

Entrepreneurial drive

Financial modeling

Market and industry analysis

Synthesize information

Mandarin language

Client communication

Fact-finding trips planning

Regulatory/risk understanding

Education

Bachelor's degree in Data Science or related field

Job description

If you are passionate and driven to set and achieve challenging goals, you have found the right team.

As an Analyst in the Equity Research team, you will leverage advanced tools, models, and data to provide clients with original and actionable insights, reports, commentaries, and strategies. Our team is dedicated to delivering first-class research, which is core to our value proposition and what our clients expect from us.

Job Responsibilities:

• Contribute to thematic sector reports; collaborate on cross-sector projects with other teams.
• Handle day-to-day client requests and needs efficiently.
• Communicate your team's ideas persuasively to internal and external parties, tailoring communications to client needs.
• Organize fact-finding trips and channel-check meetings upon clients' bespoke requests or for investor tours.
• Suggest new approaches or ideas to enhance your franchise as a business.
• Understand and adhere to the firm's risk management policies and applicable legal and regulatory rules.

Required Qualifications, Capabilities, and Skills:

• At least 1 year of experience with proven analytical skills, not limited to accounting and finance.
• Bachelor’s degree or equivalent in a Data Science-related field.
• Ability to independently arrange fact-finding trips and channel-check meetings.
• Entrepreneurial drive with strong analytical and quantitative skills.
• Ability to complete a robust model (base and sensitivity cases) from start to finish with minimal guidance; mastery of the levers in the model.
• Ability to discuss in detail your understanding of the fundamentals/drivers (competitive landscape, risks) of your industry/country and thoroughly understand drivers of relevant markets to explain and anticipate market movements.
• Ability to synthesize disparate pieces of information and articulate a compelling thesis or argument clearly and cogently.
• Proficiency in Mandarin with the ability to read and analyze Chinese-language company disclosures and engage with Mandarin-speaking clients and corporates.

Preferred Qualifications, Capabilities, and Skills:

• Strong preference for candidates with data science or consulting backgrounds who can think outside the box and conduct non-consensus/thematic research.
• Demonstrates creativity in solving problems and always looks for new ways of doing things.
• Ability to thrive under competitive pressures and remain focused on client needs.
• Ability to interact comfortably with business clients and management.
• A CFA/CPA, or progress toward a CFA/CPA, is a plus.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Join the JP Morgan Equity Research team in Hong Kong, specializing in fundamental equity research