Equity Research - Utilities - Vice President

Location: New York, NY, United States

Job Family: Analysts

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. As a Vice President in Equity Research focusing on the Utilities sector, you will join a top-tier team renowned for delivering actionable insights and deep industry expertise to institutional clients. Based in our New York office, this role offers the opportunity to influence investment decisions in a critical sector powering the global economy, amid evolving energy transitions and regulatory landscapes. You will work closely with senior analysts, sales, and trading professionals to provide high-impact research that drives alpha generation for our clients. In this position, your primary focus will be on conducting rigorous fundamental analysis of Utilities companies, including electric utilities, natural gas providers, and renewable energy firms. You will build sophisticated financial models, assess valuation metrics, and forecast sector performance under various macroeconomic scenarios. Responsibilities extend to authoring detailed research reports, participating in client meetings, and contributing to JPMorgan's market-leading publications. The role demands a proactive approach to monitoring key drivers such as energy policy reforms, infrastructure investments, and sustainability initiatives, ensuring our clients receive timely and prescient advice. JPMorgan Chase values innovation and collaboration, providing you with access to cutting-edge tools, extensive data resources, and a supportive network of experts. This Vice President role is ideal for a seasoned professional passionate about the intersection of finance and energy, offering substantial career growth within one of the world's most respected institutions. Join us to shape the future of equity research in Utilities and contribute to our mission of enabling client success in dynamic markets.

Key Responsibilities

• Conduct in-depth fundamental analysis of Utilities sector companies, including financial modeling and valuation
• Develop and maintain comprehensive research reports, forecasts, and investment recommendations for clients
• Build and foster relationships with institutional investors, providing actionable insights on sector trends
• Monitor regulatory changes, energy policy developments, and macroeconomic factors affecting Utilities
• Collaborate with sales and trading teams to support client coverage and execute on research-driven strategies
• Participate in industry conferences, company meetings, and site visits to gather primary insights
• Contribute to the firm's thought leadership through publications, webinars, and media engagements
• Mentor junior analysts and support team initiatives in the Equity Research division
• Ensure compliance with internal policies, SEC regulations, and ethical standards in all research activities
• Leverage data analytics to identify emerging opportunities and risks in the Utilities market

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• Minimum of 7-10 years of experience in equity research, particularly in the Utilities sector
• Strong understanding of financial modeling, valuation techniques, and regulatory frameworks in the energy and utilities industry
• Proven track record of producing high-quality research reports and delivering presentations to institutional clients
• Series 7 and 86/87 licenses or equivalent certifications required
• Excellent analytical skills with the ability to interpret complex market data and macroeconomic trends
• Experience working in a fast-paced financial services environment, ideally at a bulge-bracket investment bank

Preferred Qualifications

• CFA charterholder or progress toward completion
• Direct experience covering Utilities sector companies, including electric, gas, and water utilities
• Prior roles in sell-side equity research at a major financial institution
• Knowledge of ESG (Environmental, Social, and Governance) factors impacting the Utilities sector
• Advanced proficiency in Bloomberg, FactSet, or similar financial databases

Required Skills

• Financial modeling and valuation expertise
• Proficiency in Excel, PowerPoint, and financial software
• Deep knowledge of Utilities sector dynamics and regulations
• Strong written and verbal communication skills
• Analytical thinking and problem-solving abilities
• Attention to detail and accuracy in data handling
• Time management in a high-pressure environment
• Client relationship management
• Research and data interpretation skills
• Team collaboration and leadership
• Understanding of ESG and sustainability trends
• Market forecasting and trend analysis
• Regulatory compliance awareness
• Presentation and public speaking
• Adaptability to evolving industry landscapes

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and CFA support
• Wellness programs, including gym memberships and mental health resources
• Employee stock purchase plan and other financial wellness benefits
• Global mobility support for career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.