JPMorganChase · 2 days ago
Equity Research - SMid Technology Senior Analyst - Vice President
New York, NY
Full-time
Onsite
Mid, Senior Level
$200K/yr - $285K/yr
6+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As a Senior Analyst in Equity Research focusing on SMid Technology, you will lead coverage of relevant stocks, engage with clients, and produce actionable reports while building strong industry relationships.
FinanceBankingAsset ManagementFinancial Services
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
Qualification
Required
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
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
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
2026-02-13
2026-02-12
2026-02-12
Company data provided by crunchbase