US Equity Research - Beverage, Household & Personal Care Products - Associate
About The Position
As an Associate in Equity Research covering Beverage, Household & Personal Care Products, you will develop industry expertise and help conduct and facilitate industry analysis and company-specific coverage. Core research includes analyzing earnings releases, regulatory filings, relevant news events, industry data and dynamics; modeling and forecasting financial statements; conducting detailed valuation work; writing research notes and sector reports; and communicating with internal and external clients and company management teams. You will also partner with Sales and Trading to provide comprehensive client coverage, share market updates and intelligence, and respond to client requests. The role is fast-paced, demanding and intellectually stimulating, and calls for strong accounting, finance, quantitative, writing and communication skills, along with modeling, forecasting and valuation experience. J.P. Morgan’s fundamental and quantitative research provides analyses of sectors and companies, actionable ideas and thematic insights to help clients make informed investment and strategic decisions.
Requirements
- Hold FINRA licenses Series 86 and Series 87.
- Have two to three years of experience in equity research and/or investment banking.
- Have strong accounting, finance, quantitative and business communication skills, as well as modeling, forecasting and valuation experience.
- Have advanced proficiency in Excel.
- Be able to multitask and collaborate in a team environment as well as work independently.
- Have strong organizational skills, excellent attention to detail and a proven ability to meet deadlines in a dynamic environment.
- Have a passion for the markets and an interest in the Beverage, Household & Personal Care Products sector.
Nice To Haves
- CFA charterholder or progress toward the CFA.
- Coding capabilities, such as VBA or Python.
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 develop views of covered companies and the industry.
- 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 products.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
