JPMorgan Chase
US Equity Research - Retailing - Broadlines / Specialty - Associate
$150K–$200K
New York, NY · Full-time · Posted Aug 25, 2026
- Experience
- Two to three years in equity research and/or investment banking.
About the job
Conduct equity research on broadlines and specialty retailers by analyzing companies and industry trends, building financial models and valuations, and producing research for clients.
What you'll do
- Build and maintain Excel-based forecasts and perform valuation work to support stock recommendations.
- Analyze company filings, data, news, and industry events; write research notes, sector reports, and presentations.
- Communicate with clients, industry experts, and management teams, and respond to client requests.
What they ask for
- FINRA Series 86 and Series 87 licenses.
- Two to three years of experience in equity research and/or investment banking.
- Strong accounting, finance, quantitative, communication, modeling, forecasting, and valuation skills; advanced Excel proficiency.
- Ability to collaborate and work independently, manage multiple tasks, meet deadlines, and demonstrate attention to detail.
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