Lead Utilities Equity Research VP

Testing Site - JPMC; New York (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

J.P. Morgan in New York seeks a Vice President for Equity Research covering Utilities to become an industry expert. You will conduct industry analysis, model financials, and write notes, while presenting insights to clients and management.

Candidate should have strong accounting/finance skills, advanced Excel, and 2–3 years in equity research or investment banking. FINRA licenses and CFA progress are valued; on-site collaboration with Sales and Trading is emphasized.

Qualifications

• FINRA licenses Series 86 and Series 87.
• 2–3 years of equity research and/or investment banking experience.
• 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 Utilities 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

Financial modeling

Excel proficiency

Attention to detail

Timely delivery

Communication skills

Education

CFA candidacy or charterholder

Tools

Excel

Python/VBA

Job description

J.P. Morgan in New York seeks a Vice President for Equity Research covering Utilities to become an industry expert. You will conduct industry analysis, model financials, and write notes, while presenting insights to clients and management.

Candidate should have strong accounting/finance skills, advanced Excel, and 2–3 years in equity research or investment banking. FINRA licenses and CFA progress are valued; on-site collaboration with Sales and Trading is emphasized.