US Equity Research - Large Cap Software - Associate
About The Position
As an Associate in Equity Research covering Large Cap Software, you will develop industry expertise and help conduct and facilitate industry analysis and company-specific coverage. Core research includes analyzing earnings releases, regulatory filings, news events, financial statements, industry dynamics, and valuations; writing research notes and sector pieces; and communicating with clients and management teams. You will partner with Sales and Trading to provide comprehensive client coverage, including timely market updates and market intelligence. The work is fast-paced, demanding, and intellectually stimulating. The role 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 analysis on sectors and companies, actionable ideas, and thematic insights to help clients make informed investment and strategic decisions.
Requirements
- Hold FINRA Series 86 and Series 87 licenses.
- Two to three years of experience in equity research and/or investment banking.
- Strong accounting, finance, quantitative, business communication, modeling, forecasting, and valuation skills and experience.
- Advanced proficiency in Excel.
- Ability to multitask and collaborate within a team environment as well as work independently.
- Strong organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment.
- Passion for the markets and interest in the Large Cap Software sector.
Nice To Haves
- CFA charterholder or progress toward the CFA designation.
- Some 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 industries and companies.
- 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
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
