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Equity Research – Bank Sector – Analyst or Associate

  • Job
    Full-time
    Mid & Senior Level
  • Research & Development
    Banking & Finance
  • London

AI generated summary

  • You should have financial sector exposure, strong communication and analytical skills, attention to detail, relationship-building ability, modeling skills, and a background in finance or related fields.
  • You will analyze data, maintain valuation models, prepare research reports, communicate with investors, and stay updated on industry trends.

Requirements

  • Exposure to the financial or banking sector in some capacity
  • Excellent communication skills, both verbal and written; you can engage and influence partners and stakeholders
  • Enthusiasm for a team-focused environment where each individual’s insight and expertise is valued
  • An analytical approach to building and maintaining financial models
  • Strong numeracy skills
  • Great attention to detail
  • Relationship-building skills — you should feel comfortable connecting with a wide range of individuals, have the ability to communicate clearly, concisely, and confidently both to colleagues and external clients, and possess a talent for distilling complex issues into specific conclusions
  • Strong modeling skills, with the ability to forecast and a preferred understanding of bank regulations
  • Background in finance, engineering, math, or computer science

Responsibilities

  • Work with senior colleagues in the team to provide thought-leadership to institutional clients with respect to the sector
  • Maintain and update valuation models and databases
  • Prepare materials for the regular publication of research reports, including data analysis and presentation
  • Contribute to the writing of research reports, including quarterly results alerts, stock reports, and thematic pieces
  • Communicate with institutional investors and company representatives, as well as internal clients (Sales, Sales-Traders, and Traders)
  • Stay abreast of company and industry developments

FAQs

What is the primary focus of this Equity Research Analyst or Associate position?

The primary focus is on the Banks sector, including providing actionable ideas and thematic insights to institutional clients regarding equities, markets, and companies.

What qualifications are required for this role?

Required qualifications include exposure to the financial or banking sector, excellent communication skills, analytical skills for building financial models, strong numeracy skills, attention to detail, and relationship-building capabilities.

Is there any preference for specific educational backgrounds for this position?

Yes, a background in finance, engineering, math, or computer science is preferred for candidates applying for this position.

What kind of training and development opportunities does J.P. Morgan offer for this role?

J.P. Morgan provides extensive department-wide training and professional development to support career growth for employees in the Equity Research team.

Will the candidate have the opportunity to communicate directly with institutional clients?

Yes, the candidate will have the opportunity to communicate with institutional investors, company representatives, and internal clients, which may include Sales, Sales-Traders, and Traders.

Is there a mentoring program in place for new hires in this position?

Yes, new hires will work under the mentorship and guidance of senior analysts in the team.

What is the nature of the work environment for this role?

The work environment is team-focused, where each individual's insight and expertise are valued, promoting collaboration among inquisitive and smart individuals.

Are there any regulatory requirements applicable to this role?

Yes, the role encompasses the performance of UK regulated activity, and the successful candidate will need to meet UK regulatory requirements and may require approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority.

Does J.P. Morgan have a commitment to diversity and inclusion?

Yes, J.P. Morgan is committed to diversity and inclusion, valuing the diverse talents of its global workforce and ensuring no discrimination based on any protected attribute.

What skills are preferred for candidates applying for this position?

Preferred skills include strong modeling skills, forecasting abilities, and an understanding of bank regulations.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.