US Equity Research - SMid Biotech - Associate

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

• CFA charterholder or progress towards CFA
• Some coding capabilities – e.g., VBA, Python

Benefits

• 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.
• Comprehensive health care coverage
• On-site health and wellness centers
• A retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Glassdoor
• 3.9
• Global financial institution offering banking, asset management, and advisory services.
• New York, New York, USA
• https://www.jpmorganchase.com
• Distribution of Different Job Fields Receiving Sponsorship
• Represents job field similar to this job
• Accounting and Finance
• Engineering and Development
• Management and Executive
• Customer Service and Support
• Product Management
• Legal and Compliance
• Marketing
• Sales
• Creatives and Design
• Human Resources
• Public Sector and Government
• Trends of Total Sponsorships
• *2026
• (2734)
• 2025

Qualifications

• FINRA licenses Series 86 and Series 87
• 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 SMid Biotech sector
• CFA charterholder or progress towards CFA
• Some coding capabilities – e.g., VBA, Python

Required skills

• Accounting, CFA, Equity Research, FINRA Series 86 and Series 87, Financial Modeling and Forecasting, Investment Banking, Python, Quantitative Analysis, SMid Biotech, Valuation

Preferred skills

• CFA charterholder or progress towards CFA, Some coding capabilities – e.g., VBA, Python

Experience

• 2-3 years