SMid Tech Equity Research Associate

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorganChase in the United States seeks an Associate in Equity Research covering SMid Technology to become an industry expert, conduct and facilitate industry analysis and company coverage. You will model financials, value securities, write notes, and engage clients with insights alongside Sales and Trading teams.

The role requires strong accounting, finance, quantitative, and business writing skills, plus modelling and forecasting experience.

Qualifications

• Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience.
• Series 86 and Series 87 FINRA licenses required.
• Two to three years of experience in equity research and/or investment banking.
• Advanced level of proficiency in Excel.
• Ability to multi-task and collaborate within a team while working independently.

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

Financial modeling

Excel proficiency

Accounting

Communication

Team collaboration

Attention to detail

Tools

Excel

VBA

Python

Job description

JPMorganChase in the United States seeks an Associate in Equity Research covering SMid Technology to become an industry expert, conduct and facilitate industry analysis and company coverage. You will model financials, value securities, write notes, and engage clients with insights alongside Sales and Trading teams.

The role requires strong accounting, finance, quantitative, and business writing skills, plus modelling and forecasting experience.