Equity Research - Retail - Department Stores, Specialty Softlines, Leisure - Associate
As an Associate in Equity Research covering Retail - Department Stores, Specialty Softlines & Leisure, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Associate in Equity Research covering Retail - Department Stores, Specialty Softlines & Leisure, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the worlds most highly respected advisory franchises, J.P. Morgans fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job 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
Required Qualifications:
FINRA licenses Series 86 and Series 87
Three+ years of experience in equity research preferably covering consumer companies
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 Department Stores, Specialty Softlines & Leisure sector
Preferred qualifications:
CFA charterholder or progress towards CFA
Some coding capabilities e.g., VBA, Python
Apply Now
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Associate in Equity Research covering Retail - Department Stores, Specialty Softlines & Leisure, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the worlds most highly respected advisory franchises, J.P. Morgans fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job 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
Required Qualifications:
FINRA licenses Series 86 and Series 87
Three+ years of experience in equity research preferably covering consumer companies
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 Department Stores, Specialty Softlines & Leisure sector
Preferred qualifications:
CFA charterholder or progress towards CFA
Some coding capabilities e.g., VBA, Python
Apply Now