SMid Tech Equity Research Analyst

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

Job summary

JPMorgan Chase & Co. in New York invites a quantitatively minded Equity Research Associate to cover SMid Technology. You will build financial models, forecast earnings, and draft research notes while communicating insights to internal teams and clients.

The role requires 2–3 years in equity research or investment banking, advanced Excel, and strong accounting, forecasting and valuation skills. CFA progress and some coding (Python/VBA) are a plus.

Qualifications

• FINRA Series 86 and 87 is preferred/required for this role.
• 2–3 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.

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

Financial analysis

Excel proficiency

Modelling

Valuation

Accounting knowledge

Communication

Team collaboration

Data interpretation

Education

CFA progress

Tools

Excel

VBA

Python

Job description

JPMorgan Chase & Co. in New York invites a quantitatively minded Equity Research Associate to cover SMid Technology. You will build financial models, forecast earnings, and draft research notes while communicating insights to internal teams and clients.

The role requires 2–3 years in equity research or investment banking, advanced Excel, and strong accounting, forecasting and valuation skills. CFA progress and some coding (Python/VBA) are a plus.