Capital IQ

Capital IQ Finance Jobs

2 jobs found

3mo ago

Corporate Finance Analytics, Senior Associate

JPMorgan Chase & Co. New York, NY

New York, NY

3mo ago Closed

Full time Senior Business Analytics Capital IQ

This position is no longer accepting applications (closed Jun 10, 2026).

Job Description

JPMorgan Chase & Co.'s Corporate Finance Analytics team in New York, NY (onsite) is seeking a Senior Associate to lead firmwide financial analysis, shape reporting materials for senior leadership, and mentor junior colleagues. This role blends rigorous data review with cross‑functional collaboration to support strategic decision‑making at the highest levels of the firm.

Responsibilities

Drive analysis, data visuals, and fact validation for the Chairman & CEO Letter to Shareholders, coordinating with multiple teams and business partners across the firm, while guiding and reviewing the work of junior team members for accuracy and completeness
Serve as a lead reviewer on quarterly and ad hoc competitor analysis, earnings coverage and research, owning the deliverables end-to-end and ensuring methodologies meet high standards through critical evaluation and constructive feedback
Complete ad hoc projects and analyses for high-priority and topical issues for senior management
Conduct ad hoc and monthly valuation analyses with a clear understanding of techniques such as Dividend Discount Modeling
Aid in data preparation for external and internal events and conferences, including Investor Day
Own and manage weekly and monthly firmwide financial reporting, along with ad hoc reporting requests from senior management
Become proficient in systems such as FactSet and Capital IQ for competitor research, financial analysis, the Letter to shareholders, and other ad hoc requests
Create PowerPoint presentations for senior management, including ad hoc analysis, town halls, and routine BAU reporting
Integrate internal AI/ML tools into competitor coverage and other financial reporting to improve efficiency and quality
Continuously evaluate processes and recommend enhancements
Aid in mentoring, teaching, and developing talent across the team

Requirements

Bachelor's degree required
5 years of professional experience in a similar role, such as Planning and Analysis, Investor Relations, or Corporate Finance
Advanced PowerPoint and Excel skills
Strong analytical, creative thinking, and problem‑solving abilities
Ability to manage projects end-to-end with a high degree of autonomy
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Team player who is respected as a trusted partner for the Business, Finance, and FP&A Teams
Ability to generate ideas for improving internal processes

Technologies

FactSet
Capital IQ
PowerPoint
Excel

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity

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5mo ago

Financial Analyst

Experis New York, NY

New York, NY

5mo ago Closed

$70k - $80k/yr Full time Analyst Bloomberg Capital IQ

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Experis is seeking a Financial Analyst to join the Financial Research Analysis team in New York, NY 10020. This NYC hybrid role offers a salary range of $70,000 to $80,000 per year. The position requires three days in the office per week, with Tuesdays and Wednesdays on-site, and two days of remote work.

Responsibilities

Calculate losses in securities actions for clients and public holders of securities
Assist with research and analysis of securities actions
Assess classwide damages
Obtain and organize SEC filings, analyst reports, news articles, conference calls, and insider trading reports
Monitor news and dockets for active securities cases
Download client portfolio information from secure custodial bank sites
Assist with periodic reports to clients

Qualifications

Bachelor’s degree from an accredited college/university
Background in Mathematics, Economics, or Finance (practical experience or education)
At least one year of professional experience
Familiarity with financial markets, public companies, and stock exchanges
Familiarity with calculating stock losses, especially related to Securities law is a plus

Ideal Candidate Skills

Advanced proficiency in Microsoft Excel
Research and investigative skills
Working knowledge of Cap IQ, Bloomberg, Westlaw, Thomson, SEC filings, and PACER

How to Apply

If this role interests you and you would like to learn more, please apply now and a recruiter will be in touch to discuss this opportunity. We look forward to speaking with you.

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Capital IQ Finance Jobs

Corporate Finance Analytics, Senior Associate

Financial Analyst

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