equity research associate

D.A. Davidson Companies

<div><div><b>D.A. Davidson &amp; Co. - the Strength of Advice</b></div><div>
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.</div><div></div><div><b><br>
Equity Research Associate:</b></div>
<div>
<p>D. A. Davidson is seeking an Associate to join a new Industrial Distribution Team and assist in all facets of the franchise, including modeling, note writing, and helping create differentiated research analyses. As the associate develops, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process. The role requires accuracy, attention to detail and a great deal of common sense. Strong writing, modeling, Excel, and PowerPoint skills are required. Experience in equity research, investment banking, public accounting, consulting or in the Industrial Distribution industry is preferred.</p>
</div>
<h3 class="jobSectionHeader"><b>Responsibilities &amp; Professional Experience:
</b></h3><div><ul><li>Demonstrated ability to generate ideas: work closely and communicate effectively in a time sensitive environment, ability to balance multiple priorities and meet deadlines, strong organizational skills, client service minded and strong writing skills</li>
<li>Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently</li>
<li>Strong communication skills: particularly an ability to write efficiently and concisely</li>
<li>Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations)</li>
<li>Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming</li>
</ul></div><h3 class="jobSectionHeader"><b>Requirements:
</b></h3><div><ul><li>1-2 years of experience in sell-side research (preferably on Industrials teams), on the buy-side, investment banking, public accounting, consulting, or within the Industrial Distribution industry is preferred</li>
<li>Comfortable working 10+ hour workdays and some weekends</li>
<li>Advanced understanding of financial modeling, experience building and maintaining 3-statement models</li>
<li>SIE, Series 63, 86 &amp; 87 is preferred, or expected to be completed within the first 90 days of joining</li>
<li>Excellent written and verbal communication skills</li>
<li>Eager to work in a fast-paced environment both independently and collaboratively</li>
<li>Bachelor's Degree or higher form an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred</li>
<li>MBA, CPA, or CFA a plus</li>
<li>Demonstrated academic ability with a minimum 3.5 GPA</li>
</ul></div><div>The potential base pay hiring range for this role is $70,000 - $110,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.</div><div>
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.</div><div></div><div><br>
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</div><div></div><div><b><br>
ACKNOWLEDGMENT</b></div><div>
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson&rsquo;s California Resident Privacy Policy.</div></div>

Equity Research Associate

Bloomberg

<div><div><div><div><div><div>Bloomberg Intelligence &ndash; Technology Equity Research Associate
</div></div></div></div></div><div><div><div><div><div>Location
</div><div>New York
</div></div><div><div>Business Area
</div><div>Research
</div></div><div><div>Ref #
</div><div>10049750
</div></div></div></div></div><div><div><div><h2 class="jobSectionHeader"><b>Description &amp; Requirements
</b></h2></div></div><div><div><div><div><div>Bloomberg Intelligence (BI) research delivers an independent perspective providing interactive data and research across industries and global markets, plus insights into company fundamentals. The BI team of 500 research professionals is here to help clients make more informed decisions in the rapidly moving investment landscape. BI&rsquo;s coverage spans all major global markets, more than 135 industries and 2,000 companies, while considering multiple strategic, equity and credit perspectives. In addition, BI has dedicated teams focused on analyzing the impact of government policy, litigation and ESG.<br>
<br>
<br>
</div><div>BI research is a combination of written analysis accompanied by interactive charting and analytics created from company reported data as well as industry and government data. Analysts review, check and curate this data into comprehensive and logically arranged dashboards to support their own research and to provide Bloomberg Terminal users with a platform to view and analyze the data as well.<br>
<br>
<br>
</div><div>What's in it for you:
</div><div>BI Associate Analyst &ndash; Technology: You would be part of this expanding team and responsible for supporting the Software &amp; IT Services Senior Analyst in the Technology group. The Associate Analyst on the team will focus significantly on supporting the franchise with financial modeling, generating insights, writing, and conducting investment research. The analysis will be based on company financial data, industry leading data, Bloomberg's data sets, financial models as well as issuer calls and announcements.<br>
<br>
<br>
</div><div>We'll trust you to:
</div><ul><li>Actively contribute to the team&rsquo;s daily research activities (i.e. data aggregation, financial modeling, written research, idea generation)
</li></ul><ul><li>Monitor and interpret major company developments and identify macro themes and trends affecting industries
</li></ul><ul><li>Manage significant data analysis and modeling responsibilities; synthesize the results, draw conclusions and develop concise narratives that communicate the story behind the data
</li></ul><ul><li>Review submitted research for adherence to global quality standards
</li></ul><ul><li>Develop and maintain relationships with internal departments throughout Bloomberg as well as external company, industry and data professionals; participate in department-wide special projects
</li></ul><ul><li>Work with other data and core business groups to help develop and enhance content and functionality across the terminal
</li></ul><ul><li>Interact with clients via our online messaging systems
</li></ul><div><br>
You need to have:
</div><ul><li>Graduated with a Bachelor's degree, preferably with a focus or concentration in Finance or related degree
</li></ul><ul><li>At least two years of financial market research or industry specific subject matter experience, with demonstrable research and analytical skills
</li></ul><ul><li>Proficient industry knowledge of the Technology sector
</li></ul><ul><li>A deep understanding of advanced concepts, practices and procedures of finance/accounting
</li></ul><ul><li>Solid experience performing quantitative financial analysis, with knowledge of companies, industries, financial statement analysis &amp; modeling
</li></ul><ul><li>The ability to spot anomalies in financial data, think critically about what the data is telling you and identify when something doesn't align or make sense
</li></ul><ul><li>Advanced Microsoft Excel skills
</li></ul><ul><li>High level of curiosity and attention to detail
</li></ul><ul><li>Strong organization skills and capable of handling multiple projects; an ability to meet deadlines, logically tackle problems and set priorities
</li></ul><ul><li>Excellent written communication and presentation skills
</li></ul><ul><li>A commitment to enhancing and developing products
</li></ul><div><br>
We'd love to see:
</div><ul><li>CFA designation and/or MBA degree, and/or graduate educational experience
</li></ul><ul><li>Experience using Python and/or visualization tools (i.e Power BI, Tableau, or Qlik Sense)
</li></ul><ul><li>Ability to leverage generative AI or machine learning platforms
</li></ul><ul><li>Previous work experience with the Bloomberg Terminal. Let us know what your favorite functions are!
</li></ul><div><br>
If this sounds like you:
</div><div><br>
Apply if you think we're a good match and we'll get in touch with you to let you know next steps. In the meantime, check out http://www.bloomberg.com/professional/bloomberg-intelligence/.<br>
</div></div></div><div></div><br>
<div><div><div>Salary Range = 90000 - 120000 USD Annually + Benefits + Bonus</div><div><br>
<div><br>
</div><div>The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.<div><br>
<br>
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.<br>
</div></div></div></div></div><div><div>Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.</div></div></div></div></div></div>

Bloomberg Intelligence – Technology Equity Research Associate

BMO Financial Group

151 W 42nd Street New York New York,10036
<br>
<div><p><b>About BMO Capital Markets</b></p><p></p><p>
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.</p><p></p><p>
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #bmocapitalmarkets</p>
<p><b>Description:</b></p><p>
We are seeking an Equity Research Associate to join our U.S. Real Estate/REITs team. The associate will work closely with the senior analyst to develop and market all equity research products. The role requires strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail, and a strong work ethic.</p><p></p><p>
The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team but equally values independence, initiative, idea generation and a sense of ownership for the work.</p><p></p><p><b>
Ideal Candidate:
</b></p><p>Our ideal candidate is someone with 1-2 years of equity research or real estate finance experience and the requisite licenses (SIE, Series 7, 63, 86, 87).</p><p></p><p><b>
Responsibilities include, but are not limited to:</b></p><ul><li><p>
Building and maintaining detailed company models (IS/BS/CF)</p></li><li><p>
Analyzing financial statements and news related to industry coverage</p></li><li><p>
Conducting store and channel checks</p></li><li><p>
Writing equity research reports and over time, formulating investment theses</p></li><li><p>
Participation in site visits and management meetings</p></li><li><p>
Maintaining and analyzing industry data</p></li><li><p>
Communicating investment recommendations to internal and external clients</p></li></ul><p></p><p><b>
Experience/Skills:</b></p><p>
A combination of exceptional writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the U.S. Real Estate/REITs industry is not required but could be a benefit. Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include:</p><p></p><ul><li><p>
Exceptional written and verbal communication skills</p></li><li><p>
A keen interest in and demonstrated understanding of Equity Research</p></li><li><p>
A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail</p></li><li><p>
Superior work ethic, self-motivation and the ability to work independently</p></li><li><p>
Ability to systematically manage a heavy work load and meet stringent deadlines</p></li><li><p>
Flexibility to work irregular or extended hours</p></li><li><p>
Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg</p></li><li><p>
Demonstrated use of AI in the workplace</p></li><li><p>
CFA is a plus</p></li></ul><p></p><p><b>
Education:</b></p><p>
A bachelor&rsquo;s degree is required. A post-secondary degree in a related field of study is a plus. U.S. only.</p><p></p><p>
We thank all applicants for their interest; however, only those selected for an interview will be contacted.</p><p></p><p><b>
The salary range for this role is $150,000 up to $200,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)</b></p>
<p><b>Salary:</b></p><p></p><p><b>
Pay Type:</b></p><p>
Salaried</p><p>
The above represents BMO Financial Group&rsquo;s pay range and type.</p><p>
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.</p><p>
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p>
<p><b>About Us</b></p><p>
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p>
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.</p><p>
To find out more visit us at https://jobs.bmo.com/us/en
</p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.</p><p>
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.</p><p>
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

Senior Equity Research Associate - U.S. Real Estate/REITs

Citi

<div><p>The Research Sr Associate is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.<br>
<br>
<b>Responsibilities:</b></p><ul><li>
Citi Research focuses on delivering high quality investment insights to investors on a global basis with a high emphasis on independence and objectivity in its products and insights</li><li>
The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)</li><li>
Modeling: Maintaining &amp; updating existing company models; creating new models; maintaining relative value sheets</li><li>
Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products</li><li>
Communication: Assist with client inquires and requests (internal and external)</li><li>
Events: Assist with coordination of investor meetings (management meeting &amp; field trips) and conference calls with consultants</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul><p></p><p><b>
Recommended Qualifications:</b></p><ul><li>
5-8 years previous experience</li><li>
MBA or graduate degree and/or CFA preferred.</li><li>
Experience in Equity Research</li><li>
Good knowledge of accounting and modelling</li><li>
Experience in supporting senior research analysts</li><li>
Excellent inter-personal and writing skills</li><li>
Attention to detail</li><li>
Secure and maintain applicable licenses</li></ul><p><b>
Education:</b></p><ul><li>
Bachelor&rsquo;s/University degree or equivalent experience</li></ul><p></p><p>
-</p><p><b>
Job Family Group:
</b></p>Research<p>
-</p><p><b>
Job Family:</b></p>
Research Analysis<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Primary Location:</b></p>
New York New York United States<p>
-</p><p><b>
Primary Location Full Time Salary Range:</b></p>
$150,000.00 - $175,000.00<p><br>
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.</p><p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><b>
Anticipated Posting Close Date:</b></p>
Mar 17, 2026<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i><br>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Equity Research Senior Associate, Internet, Assistant Vice President

<div><p>The Research Sr Associate is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.<br>
<br>
<b>Responsibilities:</b></p><ul><li>
Citi Research focuses on delivering high quality investment insights to equity investors on a global basis with a high emphasis on independence and objectivity in its products and insights</li><li>
The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)</li><li>
Modeling: Maintaining &amp; updating existing company models; creating new models; maintaining relative value sheets</li><li>
Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products</li><li>
Communication: Assist with client inquires and requests (internal and external)</li><li>
Events: Assist with coordination of investor meetings (management meeting &amp; field trips) and conference calls with consultants</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul><p></p><p><b>
Recommended Qualifications:</b></p><p></p><ul><li>
5-8 years previous experience</li><li>
MBA or graduate degree and/or CFA preferred.</li><li>
Experience in Equity Research</li><li>
Good knowledge of accounting and modelling</li><li>
Experience in supporting senior research analysts</li><li>
Excellent inter-personal and writing skills</li><li>
Attention to detail</li><li>
Secure and maintain applicable licenses</li></ul><p></p><p><b>
Education:</b></p><ul><li>
Bachelor&rsquo;s/University degree or equivalent experience</li></ul><p></p><p>
-</p><p><b>
Job Family Group:
</b></p>Research<p>
-</p><p><b>
Job Family:</b></p>
Research Analysis<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Primary Location:</b></p>
New York New York United States<p>
-</p><p><b>
Primary Location Full Time Salary Range:</b></p>
$150,000.00 - $175,000.00<p><br>
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.</p><p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><b>
Anticipated Posting Close Date:</b></p>
Mar 17, 2026<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i><br>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Equity Research Senior Associate, Metals & Mining, Assistant Vice President

JPMorganChase

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Job Summary:
  <br/>
  <br/>
 </strong>
 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!
 <br/>
 <br/>
 As an Associate in Equity Research covering Aerospace &amp; Defense, 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.
 <br/>
 <br/>
 <strong>
  Corporate and Investment Banking - Research
  <br/>
  <br/>
 </strong>
 One of the world&rsquo;s most highly respected advisory franchises, J.P. Morgan&rsquo;s 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.
 <br/>
 <br/>
 <strong>
  Job Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Build and maintain Excel-based models to forecast company financials and project industry dynamics
  </li>
  <li>
   Perform detailed valuation work to support stock recommendations
  </li>
  <li>
   Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
  </li>
  <li>
   Write research notes on covered companies and sector reports and prepare presentations
  </li>
  <li>
   Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
  </li>
  <li>
   Fulfill client requests in a timely and thorough manner
  </li>
  <li>
   Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   FINRA licenses Series 86 and Series 87
  </li>
  <li>
   Two to three years of experience in equity research and/or investment banking
  </li>
  <li>
   Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience
  </li>
  <li>
   Advanced level of proficiency in Excel
  </li>
  <li>
   Ability to multi-task and collaborate within a team environment as well as work independently
  </li>
  <li>
   High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment
  </li>
  <li>
   Passion for the markets and interest in Aerospace &amp; Defense sector
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   CFA charterholder or progress towards CFA
  </li>
  <li>
   Some coding capabilities &ndash; e.g., VBA, Python
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  ABOUT US
  <br/>
  <br/>
 </strong>
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
 <br/>
 <br/>
 We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
 <br/>
 <br/>
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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 JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
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 <br/>
 <strong>
  About The Team
  <br/>
  <br/>
 </strong>
 J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
</div>


Equity Research - Aerospace & Defense - Associate

Bank of America

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 <strong>
  Job Description:
  <br/>
  <br/>
 </strong>
 The Aerospace and Defense team currently covers 47-listed companies across subsectors and adjacencies within the aerospace and defense sector including the commercial aircraft OEMs, defense prime contractors, the supply chain, defense services, &ldquo;new&rdquo; space, future air mobility plus several others. In addition to coverage of publicly traded companies, the team regularly vets a number of private companies for potential IPOs.
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 <br/>
 The candidate for the position should be intellectually curious and have a deep desire to learn and have an interest in Aerospace and Defense and the inner workings of US national security. Given the team&rsquo;s large and growing coverage and fast-paced nature of the aerospace and geopolitical/national security information cycle, the candidate should also have some experience with financial modeling and quantitative analysis, as well as strong verbal communication and writing skills. The ideal candidate possesses experience in aerospace/defense/industrial research. Further, the candidate should possess experience with company modeling and have a passion for following the stock market.
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 The candidate will work alongside their Senior Analyst and Junior Analyst peers in all aspects, from idea generation to company meetings, including but not limited to the following:
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 <br/>
 <ul>
  <li>
   Perform complex financial modeling &amp; valuation work
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  <li>
   Write regular industry and company reports and company launch initiations from scratch
  </li>
  <li>
   Develop databases integral to our research product
  </li>
  <li>
   Demonstrate strong industry knowledge and business judgment
  </li>
  <li>
   Work with Senior Analysts to develop key industry themes
  </li>
  <li>
   Build relationships and facilitate information flow with contacts at covered companies
  </li>
  <li>
   Participate and contribute to client meetings and events
  </li>
  <li>
   Attend meetings and interact with key opinion leaders
  </li>
  <li>
   Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
  </li>
  <li>
   Seek out new, value-added, and/or unusual sources of information
  </li>
  <li>
   Leverage our robust network of industry contacts
  </li>
  <li>
   Interact regularly with clients
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   <br/>
  </li>
 </ul>
 <strong>
  Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Conducts analysis of financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments
  </li>
  <li>
   Assists in structuring, pricing, and executing transactions to assist in developing financing solutions for existing and emerging companies
  </li>
  <li>
   Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data
  </li>
  <li>
   Leads and/or supports the preparation of associated financial models and written reports, which can be complex and quantitative in nature
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   <br/>
  </li>
 </ul>
 <strong>
  Qualifications:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s Degree or equivalent years of experience (business, hard sciences or engineering degree preferred)
  </li>
  <li>
   3-5 years of experience in investment banking and/or research (equity or credit, sell-side or buy-side)
  </li>
  <li>
   Prior experience in aerospace and defense or related experience preferred
  </li>
  <li>
   Major(s) and areas of academic excellence should include Accounting and Finance, specifically in financial modeling &amp; valuation work or mathematics or engineering
  </li>
  <li>
   Strong writing and spreadsheet skills. Must be an expert at MS Word and MS Excel
  </li>
  <li>
   Must enjoy working in industry databases and websites, and doing desktop and field research
  </li>
  <li>
   Along with Finance and Accounting financial modeling skills, should have strong understanding of economics, macroeconomic factors, international affairs, and policy/politics
  </li>
  <li>
   Must have strong attention to detail, ability to multi-task, and a strong work ethic
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Shift:
  <br/>
  <br/>
 </strong>
 1st shift (United States of America)
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 <br/>
 <strong>
  Hours Per Week:
  <br/>
  <br/>
 </strong>
 40
</div>


Associate: Equity Research - Aerospace and Defense Electronics

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