FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
Equity Research Associate - Transportation, Logistics & Services
Manhattan, NY · On-site
$110K - $150K/yr
As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams. Responsibilities:
Equity Research Associate - Transportation, Logistics & Services
Manhattan, NY · On-site
$110K - $150K/yr
As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams. Responsibilities:
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
US Equity Research - Security Software - Associate
Manhattan, NY · On-site
$150K - $200K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
US Equity Research - Security Software - Associate
Manhattan, NY · On-site
$150K - $200K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
Research Associate II - Semiconductor
$150K - $180K/yr
FINRA SIE, Series 86, Series 87 * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Salary: USD $150,000.00/Yr. - USD $180,000.00/Yr. Actual salaries may vary, and may be based on several ...
Research Associate II - Semiconductor
$150K - $180K/yr
FINRA SIE, Series 86, Series 87 * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Salary: USD $150,000.00/Yr. - USD $180,000.00/Yr. Actual salaries may vary, and may be based on several ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
US Equity Research - Retailing - Hardlines/Broadlines - Associate
Manhattan, NY · On-site
$150K - $200K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
US Equity Research - Retailing - Hardlines/Broadlines - Associate
Manhattan, NY · On-site
$150K - $200K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
Equity Research Associate - Transportation, Logistics & Services
Manhattan, NY · On-site
$110K - $150K/yr
As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams. Responsibilities:
Equity Research Associate - Transportation, Logistics & Services
Manhattan, NY · On-site
$110K - $150K/yr
As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams. Responsibilities:
US Equity Research - Oil & Gas - Associate
Manhattan, NY · On-site
$200K - $285K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
US Equity Research - Oil & Gas - Associate
Manhattan, NY · On-site
$200K - $285K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
Equity Research Associate - Technology
$80K - $125K/yr
Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) * Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through ...
Equity Research Associate - Technology
$80K - $125K/yr
Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) * Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
US Equity Research - Large Cap Software - Associate
Manhattan, NY · On-site
$150K - $200K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
US Equity Research - Large Cap Software - Associate
Manhattan, NY · On-site
$150K - $200K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
Associate Research - Healthcare Services
Boston, MA · On-site
$110K - $150K/yr
As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams. Primary ...
Associate Research - Healthcare Services
Boston, MA · On-site
$110K - $150K/yr
As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams. Primary ...
US Equity Research - Small & Mid Cap Internet - Analyst
Manhattan, NY · On-site
$110K - $125K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
US Equity Research - Small & Mid Cap Internet - Analyst
Manhattan, NY · On-site
$110K - $125K/yr
FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as ...
Equity Research Associate - Technology
Chicago, IL · On-site
$80K - $125K/yr
Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) * Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through ...
Equity Research Associate - Technology
Chicago, IL · On-site
$80K - $125K/yr
Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) * Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through ...
Series 86 information
See salary details
$40K - $43.7K
8% of jobs
$43.7K - $47.5K
8% of jobs
$51.1K is the 25th percentile. Wages below this are outliers.
$47.5K - $51.2K
8% of jobs
$51.2K - $54.9K
8% of jobs
$54.9K - $58.6K
6% of jobs
$58.6K - $62.4K
9% of jobs
The median wage is $62.6K / yr.
$62.4K - $66.1K
9% of jobs
$66.1K - $69.8K
14% of jobs
$70.5K is the 75th percentile. Wages above this are outliers.
$69.8K - $73.5K
13% of jobs
$73.5K - $77.3K
12% of jobs
$77.3K - $81K
3% of jobs
$40K
$62K
$81K
How much do series 86 jobs pay per year?
What is the difference between Series 86 vs Series 87?
| Aspect | Series 86 | Series 87 |
|---|---|---|
| Primary Focus | Research Analyst, Equity Research | Research Analyst, Fixed Income |
| Certifications Required | Series 86, Series 87 | |
| Work Environment | Equity research departments, investment firms | |
| Industry Usage | Financial services, investment banks |
Series 86 and Series 87 are both securities industry exams for research analysts. Series 86 focuses on equity research, while Series 87 covers fixed income research. Both certifications are often required for research analysts working in investment firms, and they share similar work environments. The main difference lies in the type of securities analyzed, with Series 86 geared toward stocks and equity markets, and Series 87 centered on bonds and fixed income securities.
What is a Series 86 license?
What are some common challenges faced when preparing for the Series 86 exam as a research analyst candidate?
What are the key skills and qualifications needed to thrive as a Series 86 research analyst, and why are they important?

US Equity Research - Homebuilding & Building Products - Analyst
Manhattan, NY • On-site
Full-time
Medical, Retirement
Posted 21 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
72nd of 171 rated banks
Job description
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 Analyst in Equity Research covering Homebuilding & Building Products, 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 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.
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:
- FINRA licenses Series 86 and Series 87
- Two to 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 Homebuilding & Building Products sector
Preferred qualifications:
- CFA charterholder or progress towards CFA
- Some coding capabilities - e.g., VBA, Python
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.
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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US