JPMorganChase · 1 day ago
Equity Research - Enterprise Software - Associate
New York, NY
Full-time
Onsite
Entry Level
$110K/yr - $125K/yr
2+ years expJPMorganChase is one of the oldest financial institutions, providing innovative financial solutions globally. As an Associate in Equity Research covering Enterprise Software, you will conduct industry analysis, model financial statements, write research notes, and communicate with clients and management teams.
Asset ManagementBankingFinancial Services
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
Qualification
Required
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 Enterprise Software sector
Preferred
CFA charterholder or progress towards CFA
Some coding capabilities – e.g., VBA, Python
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-08
Crunchbase News
2026-01-08
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Company data provided by crunchbase