US Equity Research - SMid Biotech - Associate

JP Morgan Chase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking an analyst for its Corporate and Investment Banking - Research team. You will build Excel-based models to forecast company financials, perform detailed valuation work, and develop ideas that inform stock recommendations.

The role requires 2–3 years in equity research or investment banking, advanced Excel, and strong communication skills. You will analyze data, regulatory filings, and industry events, write research notes, and present findings to

Qualifications

• 2–3 years of equity research or investment banking experience.
• FINRA licenses Series 86 and Series 87.
• Strong accounting, finance, quantitative and communication skills.
• Advanced proficiency in Excel and financial modelling.

Responsibilities

• Build and maintain Excel-based financial models.
• Perform detailed valuation to support stock ideas.
• Analyze data, filings, and industry events to shape views.
• Write research notes and prepare presentations.
• Present insights to clients and management teams.
• Respond to client requests promptly.
• Generate differentiated research ideas.

Skills

Advanced Excel

Financial modelling

Forecasting

Valuation

Accounting

Data analysis

Communication

Teamwork

Detail-oriented

Tools

VBA

Python

Job description

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!

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 SMid Biotech sector

Preferred Qualifications:

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