Large Cap Software Equity Research Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan in New York seeks an Associate in Equity Research covering Large Cap Software. You will become an industry expert, conducting industry analysis, modeling financial statements, and writing research notes for internal and external clients.

You will build Excel-based models, perform valuations, and communicate with management teams and clients. Strong accounting, finance, and writing skills are required, with 2–3 years of experience and FINRA licenses preferred.

Qualifications

• Two to three years of experience in equity research and/or investment banking.
• FINRA licenses Series 86 and Series 87.
• 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 Large Cap Software 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

Financial analysis

Valuation

Modeling

Forecasting

Communication

Team collaboration

CFA (preferred)

Tools

VBA

Python

Job description

J.P. Morgan in New York seeks an Associate in Equity Research covering Large Cap Software. You will become an industry expert, conducting industry analysis, modeling financial statements, and writing research notes for internal and external clients.

You will build Excel-based models, perform valuations, and communicate with management teams and clients. Strong accounting, finance, and writing skills are required, with 2–3 years of experience and FINRA licenses preferred.