US Equity Research - Brokers, Asset Managers, Exchanges and Crypto - Associate
CFA Institute
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! As an Associate in Equity Research covering Brokers, Asset Managers, Exchanges and Crypto, 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 proven ability to meet deadlines in a dynamic environment Passion for the markets and interest in Brokers, Asset Managers, Exchanges and Crypto 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. #J-18808-Ljbffr
- ..., triangulating data, and solving puzzles? You have found the right team! Job Description As an Associate in Equity Research covering Brokers, Asset Managers and Exchanges, you will become an industry expert, helping to conduct and facilitate industry analysis and company...Employment Equity
- ...building relationships, triangulating data, and solving puzzles? You have found the right team! As an Associate in Equity Research covering Brokers, Asset Managers and Exchanges, you will become an industry expert, helping to conduct and facilitate industry analysis and...Employment Equity
$70k - $175k
...Description: The #1 Extel ranked Brokers, Asset Managers, & Exchanges Research team covers over 30 stocks... ...-3 years of experience focusing on equity research, financial services, buy side... ...40 Pay Transparency details US - NY - New York - ONE BRYANT PARK -...Employment EquityShift workDay shift- JPMorgan Chase & Co. is seeking an Associate in Equity Research to cover Brokers, Asset Managers, and Exchanges. The role involves conducting industry analysis, modeling financial statements, and producing research notes. Candidates should have 2-3 years in equity research...Employment Equity
- ...Analyst/Associate, Scotiabank US Equity Research, Power & Utilities, New York, NY Requisition... ...banking, credit and risk management products and services... ..., energy, foreign exchange and precious & metals. We... ...knowledge/experience would be an asset Experience using...Employment EquityWork experience placementLocal areaFlexible hours
- Be part of a market‑leading research team at JPMorgan, where your expertise... ...strategies and drive innovation in the US interest rate derivatives space. As an Associate on the US Interest Rate... ...form of cash and/or forfeitable equity, awarded in recognition of individual...Employment EquityWork at office
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- Overview Analyst/ Associate: US Equity and Quantitative Strategy Research job at Bank of America Corporation. New York,... ...Merrill Global Wealth & Investment Management platform) and the media.... ...Produce collaborative reports across asset classes and with fundamental analysts...Employment EquityShift workDay shift
$70k - $175k
...Equity Research Analyst/Associate The Large/Mid Cap Biopharma Equity Research team is seeking an Equity... ...attention to detail, and the ability to manage multiple priorities while... ...: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK...Employment EquityWork at officeShift workDay shift$100k - $150k
...Vice President/Director - US Futures & Asset Manager Coverage Founded 19 years... ...affiliates also include two broker dealers, an introducing... ...work closely with trading, research, and leadership teams to increase... ...related venues) ~ Rates, equity index, and/or commodity...Employment EquityWorldwideFlexible hours$110.5k - $145k
...the Job: The Real Estate Manager, Franchise Development... ...growth in the Central US region (GA, TN, MO, KY,... ...external partners, including brokers, developers, brand... ...small freestanding assets or viable endcaps with... ...employer and is committed to equity, inclusion, and...Employment EquityFull timeImmediate startRemote workFlexible hours- ...world's top Private Bank as a Senior Associate. JPMorgan Asset & Wealth Management, with $2.8 trillion in client... ...markets. The Manager Solutions team researches, selects, and monitors asset managers... ...in cash and/or forfeitable equity. Benefits include comprehensive health...Employment Equity
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Associate, Sponsor Risk Solutions, Royal Bank of Canada (US), New York, NY Serve in a hybrid... ...to foreign exchange and interest rates. Manage and cultivate relationships... ...alternative asset managers and... ...trading desks, research teams, and... ...analysis for private equity portfolio...Employment EquityWork experience placement- ...strategic advisory, equity research, and... ...integrating digital assets and... ...high-profile crypto-backed financings... ...registered broker-dealer with... ...and Exchange Commission and... ...seeking an Associate General Counsel... ...Corporate Entity Management: Oversee the... ...heard from us for a month...Employment EquityContract workRemote workFlexible hours
$143k - $180k
...MUFG US and Canada Broker Dealer Treasury - VP page is loaded##... ...and liquidity risk management, asset liability management... ...enhance information exchange and increase synergy... ..., interest rate and equity).* Ability to... ...the National Futures Association (NFA). The major responsibilities...Employment EquityWork at officeLocal areaRemote work$150k - $210k
...industry. About Ares Real Estate Exchange (AREX) Ares Real Estate... ...specialized platform within Ares Management Capital Markets (AMCM)... ...industry‑leading credit, private equity, real estate, and secondaries... ...regional firms, independent broker‑dealers, and family offices....Employment EquityTemporary workWork experience placementLocal areaFlexible hours$178.3k - $285.6k
...About Us Visa is a world leader in payments... ...is responsible for managing and growing Visa's... ...BNPL providers, and crypto and digital asset companies. Our mandate... ..., fintechs, wallets, exchanges, and infrastructure providers... ...for bonus and equity.Visa has a comprehensive...Employment EquityWork experience placementWork at officeLocal area$110k - $140k
...Analyst, Sales & Trading (US Equities/Options Broker-Dealer) New York, NY... ...a global leader in digital assets and data center infrastructure... ...investment banking, asset management, staking, self-custody, and... ...Novogratz, our team blends deep crypto expertise with...Employment EquityWork at officeLocal areaFlexible hours- ...looking for a Senior Research Associate to join our Autonomous US Capital Markets... ...banks, retail brokers, fintech, and... ...topics like crypto, prediction markets... ..., and digital assets to traditional... ...wealth management, bank regulation... ...Financial Services equity research strongly...Employment EquityWork experience placementWork at officeWorldwideFlexible hours
$150k - $225k
...InforCapital, partnership is looking for an Investor to join its team in New York, focusing on venture capital and growth equity in crypto, fintech, and software. The position requires at least 2 years of experience and involves deal sourcing, developing investment theses...Employment Equity- ...Trading Services Associate I Are you ready to elevate... ...and collaboration. Join us and be part of a... ...proficiency in change management and continuous improvement... ...transaction processing and asset management. We offer... ...cash and/or forfeitable equity, awarded in recognition...Employment EquityTemporary workWork at office
- Dartmouth Partners is looking for an Associate to join its US Equities / Merger Arbitrage team in New York. This role involves analyzing announced... ...investment decisions through detailed financial modeling and research. The ideal candidate should have 2-5 years of investment...Employment Equity
- ...driven and special situations strategies is seeking to add an Associate to its US Equities / Merger Arbitrage team in New York. The firm is a long-... ...recommendations through deep fundamental and event-driven research Engage with external stakeholders as part of transaction...Employment EquityWork at office
$135k - $150k
...strategies across private equity, infrastructure and real assets, and private credit. Through... .... Pantheon currently manages approximately $82.3 billion... ...payments / filing requirements associated with transactions to be... ...including tax obligations in the US, UK, Guernsey, Germany,...Employment EquityLocal areaWorldwide- ...One of our NY based Broker Dealers is looking for a P&S supervisor. Kindly see details below. P&S Associate at Broker Dealer Located in New York Requirements List 2+ years experience... ...with a Broker-Dealer P&S specialist with Equity/Option product knowledge Buy-in knowledge...Employment EquityFull time
- Polymarket is looking for a Senior Risk Manager to lead risk management in their exchange platform. This role involves building... ...experience and a strong grasp of crypto exchanges. The position offers competitive salary and equity, along with benefits such as unlimited...Employment Equity
- ...company and sector-wide research reports for... ...Analyst and team to perform equity research and analysis of... ...paced environment About us UBS is a leading and truly global wealth manager and the leading universal... ...provide diversified asset management solutions and...Employment EquityFlexible hours
- ...seeking a Compliance Officer to manage regulatory requirements for Figure Markets in the US and international jurisdictions.... ...regulations, 3+ years of experience with exchange platforms, and the ability to... ...0, an annual bonus, and company equity options. Comprehensive health...Employment EquityRemote job
- ...com is seeking an Accounting Manager for Digital Assets, based in London. This role... ...accounting, ensuring compliance with US GAAP, and managing digital... ...of experience in fintech or crypto accounting. This full-time... ...and competitive salary with equity opportunities. #J-18808-...Employment EquityFull timeFlexible hours
$100k - $120k
...Detail: 100,000 - 120,000 USD Position: Associate, Capital Risk - US Level: L9 Specific business/product... ...providing independent risk management oversight of the US Capital Management... ...awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation...Employment EquityWork at officeLocal areaFlexible hours
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