Retailing Equity Research Analyst – Hardlines/Broadlines

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Equity Research Associate covering Retailing - Hardlines/Broadlines. You will build models, forecast financials, value companies, and write notes for internal and external clients. Collaboration with Sales & Trading teams and rigorous industry analysis are key facets of the role.

The team emphasizes strong accounting, forecasting, and communication skills, with CFA progress and coding capabilities as preferred, in a fast-paced research environment.

Qualifications

• Strong accounting, finance, quantitative and business communication skills.
• Experience in equity research or investment banking (2–3 years).
• Proficiency in Excel with forecasting and modeling capabilities.

Responsibilities

• Build and maintain Excel-based models to forecast financials.
• Perform valuation work to support stock recommendations.
• Analyze data, earnings, filings and events to shape view on industry.
• Write research notes and sector reports for internal/external clients.
• Communicate with clients and management teams; respond to requests promptly.
• Demonstrate curiosity and generate differentiated research ideas.

Skills

Excel

Financial modeling

Valuation

Accounting

Communication skills

Education

FINRA Series 86/87 licenses

Tools

VBA

Python

Job description

JPMorgan Chase & Co. in New York seeks an Equity Research Associate covering Retailing - Hardlines/Broadlines. You will build models, forecast financials, value companies, and write notes for internal and external clients. Collaboration with Sales & Trading teams and rigorous industry analysis are key facets of the role.

The team emphasizes strong accounting, forecasting, and communication skills, with CFA progress and coding capabilities as preferred, in a fast-paced research environment.