US Equity Research - Brokers, Asset Managers, Exchanges and Crypto - Associate

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! 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‑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. 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 and Exchanges sector Preferred Qualifications CFA charterholder or progress toward CFA Some coding capabilities – e.g., VBA, Python 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. #J-18808-Ljbffr JPMorganChase