US Equity Research - Beverage, Household & Personal Care Products - Associate

JPMorgan Chase & Co.; New York (NY); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in New York seeks an Associate in Equity Research covering Beverage, Household & Personal Care Products. You will build models forecasting financials, assess industry dynamics, and draft research notes for clients and management teams.

Role requires 2–3 years in equity research or investment banking, strong accounting/finance skills, and advanced Excel. CFA charterholder or progress is preferred; coding skills such as VBA/Python are a plus.

Qualifikationen

• FINRA licenses Series 86 and Series 87 are required.
• Two to three years of experience in equity research or investment banking.
• Strong accounting, finance, quantitative and business communication skills.
• Advanced proficiency in Excel.
• Ability to multi-task and work both in a team and independently.
• Excellent attention to detail and deadline discipline.
• Interest in Beverage, Household & Personal Care Products sector.

Aufgaben

• Build and maintain Excel-based models to forecast financials and industry dynamics.
• Perform detailed valuation work to support stock recommendations.
• Analyze data, earnings, filings, and news to shape views on covered companies.
• Write research notes and sector pieces; prepare client presentations.
• Communicate with clients, industry experts, and management teams.
• Fulfill client requests in a timely and thorough manner.
• Generate differentiated ideas for research products.

Kenntnisse

Finance & accounting

Quantitative ability

Business communication

Modeling & forecasting

Valuation experience

Tools

Excel

Jobbeschreibung

Job Summary:

Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles?You have found the right team!

As an Associate in Equity Research covering Beverage, Household & Personal Care Products, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.

Corporate and Investment Banking - Research

One of the world’s most highly respected advisory franchises, J.P. Morgan’s fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.

Job 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

Required Qualifications:

• FINRA licenses Series 86 and Series 87
• Two to three 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 provenability to meet deadlines in a dynamic environment
• Passion for the markets and interest in the Beverage, Household & Personal Care Products sector

Preferred Qualifications:

• CFA charterholder or progress towards CFA
• Some coding capabilities – e.g., VBA, Python