SMid Tech Equity Research Associate – Valuation & Insights

JPMorganChase; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorganChase in New York seeks an Associate in Equity Research covering SMid Technology. You will build models, analyze earnings, and produce research notes while collaborating with Sales and Trading to serve clients.

Strong accounting, finance, and writing skills are essential, with CFA progression favored. The role emphasizes rigorous valuation, rapid analysis of regulatory filings, and ability to communicate ideas clearly to internal and external clients.

Qualifications

• FINRA licenses Series 86 and Series 87 required.
• 2–3 years of equity research and/or investment banking experience.
• Strong accounting, finance, quantitative and business communication skills; modelling/valuation experience.
• Advanced level of Excel proficiency.

Responsibilities

• Build and maintain Excel-based models to forecast financials and industry dynamics.
• Perform detailed valuation work to support stock recommendations.
• Analyze data, filings, and events to shape coverage views.
• Write notes on companies and sector reports; prepare presentations.
• Communicate with clients, industry experts, and management teams.
• Fulfill client requests promptly; generate differentiated research ideas.

Skills

FINRA Series 86/87 licenses

Accounting

Finance

Quantitative skills

Business communication

Education

CFA charterholder or progress towards CFA

Tools

Excel

Python

VBA

Job description

JPMorganChase in New York seeks an Associate in Equity Research covering SMid Technology. You will build models, analyze earnings, and produce research notes while collaborating with Sales and Trading to serve clients.

Strong accounting, finance, and writing skills are essential, with CFA progression favored. The role emphasizes rigorous valuation, rapid analysis of regulatory filings, and ability to communicate ideas clearly to internal and external clients.