US Equity Research - Security Software - Associate

JPMorganChase; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking an experienced equity research professional in New York. The successful candidate will build and maintain Excel-based models, perform detailed valuation work, and analyze complex data sets. Strong communication and financial analysis skills are essential.

This role offers a competitive total rewards package including base salary and various benefits. Applicants should have 2-3 years of experience in a related field and advanced skills in Excel and valuation.

Qualifications

• 2-3 years of experience in equity research or investment banking.
• Strong skills in accounting, finance, and quantitative analysis.
• Advanced proficiency in Excel and experience in valuation.

Responsibilities

• Create Excel-based models to forecast financials.
• Perform detailed valuation work for stock recommendations.
• Analyze complex data sets and prepare research notes.

Skills

Equity research

Strong communication

Financial modeling

Data analysis

Attention to detail

Education

FINRA licenses Series 86 and Series 87

CFA Charterholder or progress towards CFA

Bachelor's degree in finance or related field

Tools

Excel

VBA

Python

Job description

Overview

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!

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 proven ability to meet deadlines in a dynamic environment
• Passion for the markets and interest in Security Software sector

Preferred Qualifications

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

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world\'s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan\'s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.