Software Equity Research Associate, Large-Cap Coverage

JPMorganChase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase is seeking an Associate in Equity Research covering Large Cap Software to become an industry expert, conducting company-specific coverage and in-depth industry analysis. You will model financials, forecast trends, write research notes, and communicate insights to internal and external clients.

The role partners with Sales and Trading to deliver market updates and intelligence, requiring strong accounting, finance, quantitative, and business writing skills, plus advanced Excel and

Qualifications

• FINRA licenses Series 86 and Series 87.
• 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.
• Ability to multi-task and collaborate within a team environment as well as work independently.
• High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment.
• Passion for the markets and interest in the Large Cap Software sector.

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 86/87

Equity research experience

Excel proficiency

Multi-tasking

Team collaboration

Attention to detail

Market interest (Software)

Education

CFA charterholder or progress towards CFA

Tools

VBA

Python

Job description

JPMorganChase is seeking an Associate in Equity Research covering Large Cap Software to become an industry expert, conducting company-specific coverage and in-depth industry analysis. You will model financials, forecast trends, write research notes, and communicate insights to internal and external clients.

The role partners with Sales and Trading to deliver market updates and intelligence, requiring strong accounting, finance, quantitative, and business writing skills, plus advanced Excel and