REITs Equity Research Associate — Insightful Analysis & Modeling

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Equity Research is seeking an Associate to cover REITs in New York. You will build and maintain Excel-based models, forecast financials, perform valuations, and produce research notes and sector reports.

You will speak with internal and external clients, integrate data from earnings releases and regulatory filings, and collaborate with Sales and Trading to deliver timely market insights. Strong accounting, finance, and writing skills are essential.

Qualifications

• 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.
• CFA charterholder or progress towards CFA is a plus.

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

FINRA series licenses

Excel modeling

Financial forecasting

Valuation experience

Communication skills

Tools

MS Office

Job description

J.P. Morgan Equity Research is seeking an Associate to cover REITs in New York. You will build and maintain Excel-based models, forecast financials, perform valuations, and produce research notes and sector reports.

You will speak with internal and external clients, integrate data from earnings releases and regulatory filings, and collaborate with Sales and Trading to deliver timely market insights. Strong accounting, finance, and writing skills are essential.