Job Description
Join one of the world's most highly respected advisory franchises, where your expertise in SMid Technology will empower clients to make well-informed investment decisions. As a Senior Analyst in Equity Research, you will serve as an industry expert, publishing actionable reports and recommendations, and building strong relationships with clients, management teams, and industry partners. If you are passionate about technology, thrive in a collaborative environment, and are driven to deliver differentiated insights, you may be the perfect fit for our team.
Job responsibilities - Lead coverage of SMid Technology stocks as an industry expert and thought leader
- Engage with institutional investor clients and internal partners to share investment recommendations and insights
- Build and sustain management and industry relationships, facilitating corporate access through conferences, events, and non-deal roadshows
- Support Capital Markets with investor education and due diligence during equity offerings
- Build and maintain Excel-based models to forecast company financials and project industry dynamics
- Perform detailed valuation work to support stock recommendations
- Write research notes and sector reports, and prepare presentations
Required qualifications, capabilities, and skills - Six or more years of senior analyst experience covering Technology
- Established client and corporate relationships
- Strong accounting, finance, quantitative, and business communication skills, including modeling, forecasting, and valuation experience
- High level of organizational skills, excellent attention to detail, and proven ability to manage a team efficiently
- FINRA licenses Series 86 and Series 87 and/or CFA
Preferred qualifications, capabilities, and skills - Experience developing and mentoring junior analysts to drive franchise growth
- Ability to embrace technology to drive innovation and efficiency
- Demonstrated collaboration across global research teams
- Track record of publishing differentiated, actionable investment insights
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
Base Pay/Salary New York,NY $200,000.00 - $285,000.00 / year
Job Tags
Permanent employment