Equity Research – Enterprise Software – Associate
| Company | JP Morgan Chase |
|---|---|
| Location | San Francisco, CA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- 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 the Enterprise Software sector
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
Preferred Qualifications
- FINRA licenses Series 86 and Series 87
- CFA charterholder or progress towards CFA
- Some coding capabilities – e.g., VBA, Python