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JPMorgan Chase

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

JPMorgan Chase

Published 14 May 2026
New York, NY, USA
150K - 200K USD Annual
Full Time

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Role Highlights

Languages used

Key skills

Data
Research
Modelling
Trading
Quantitative
Forecasting
Backup

Tools, Libraries and Frameworks

IOS
VBA

Description

The role involves conducting industry analysis and providing company-specific coverage within the financial sector. Responsibilities include dissecting earnings releases, regulatory filings, and news events to inform investment perspectives. The individual will build and maintain financial models to project industry dynamics and company performance. Additionally, the position requires performing detailed valuation work and drafting research notes and sector reports. The role also entails communicating insights to internal and external clients, management teams, and industry experts.

Required Qualifications and Skills

Candidates are required to hold FINRA Series 86 and Series 87 licenses and possess two to three years of experience in equity research or investment banking. Proficiency in accounting, finance, quantitative analysis, and business communication is necessary, alongside demonstrated experience in modelling, forecasting, and valuation. An advanced level of Excel proficiency is mandatory for the role. While not required, holding or pursuing a CFA charter and possessing coding capabilities in VBA or Python are considered preferred qualifications.

Disclaimer

Disclaimer: Job and company description information and some of the data fields may have been generated via GPT-4 summarisation and could contain inaccuracies. The full external job listing link should always be relied on for authoritative information.

About the company

JPMorgan Chase

Size

298699

HQ

New York, US

Description

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutionscarrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the worlds most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

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