JPMorgan Chase
US Equity Research - Large Cap Software - Associate
$150K–$200K
New York, NY · Full-time · Posted Oct 21, 2026
- Experience
- Two to three years in equity research and/or investment banking.
About the job
Conduct equity research on large-cap software companies by analyzing financial and industry data, building forecasts and valuations, and communicating investment insights to clients.
What you'll do
- Build and maintain financial models and perform valuation work to support stock recommendations.
- Analyze company and industry information; write research notes and sector reports, and prepare presentations.
- Communicate with clients, industry experts, and management teams, and fulfill client requests.
What they ask for
- 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, with modelling, forecasting, and valuation experience.
- Advanced proficiency in Excel.
Nice to have
- CFA charterholder or progress towards CFA.
- Some coding capabilities, such as VBA or Python.
Pay
USD 150,000.00-$200,000.00 base salary
Tools
Excel, VBA, Python
Model-written summary · the original posting is authoritative