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Type of Role: Investments

Experience Level: Analyst/Associate

Location: New York City, New York

Salary: $150K - $200K

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.


As an Associate in Equity Research covering Insurance, 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 – Insurance, 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 world’s most highly respected advisory franchises, J.P. Morgan’s equity research provides thoughtful and differentiated fundamental 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, capabilities, and skills:

  • 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 insurance sector

Preferred qualifications, capabilities, and skills:

  • FINRA licenses Series 86 and Series 87 and/or CFA
  • Some coding capabilities – e.g., VBA, Python