US Equity Research - Life Science Tools & Diagnostics - Analyst
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "About Us" maybe? The instruction: sections headings list includes "About the role". The posting has "Job Summary" and "About The Team" etc. We need to map content to sections.
We have:
Job Summary: description of role, responsibilities, etc.
Job Responsibilities: bullet list.
Required Qualifications: bullet list.
Preferred Qualifications: bullet list.
ABOUT US: description of company.
Additional details about total compensation and benefits: mention competitive total rewards package, base salary determined based on 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.
Thus we have content for Benefits (list of benefits), Pay (mention of base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation). Schedule not mentioned. So we should not create Schedule section.
Skills: maybe we can extract from Required Qualifications: strong accounting, finance, quantitative and business communication skills, modelling, forecasting, valuation experience, advanced Excel, multi-task, collaborate, work independently, organizational skills, attention to detail, meet deadlines, passion for markets, interest in Life Science Tools & Diagnostics. Could be placed under Skills section. However we also have Required Qualifications and Preferred Qualifications sections. The instruction says use headings for Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It seems we can have both Requirements and Qualifications separate? Might be overlapping. But we need to decide.
We have Required Qualifications (specific: FINRA licenses Series 86 and Series 87, 2-3 years experience, strong accounting etc). Preferred Qualifications (CFA, coding capabilities). We could put Required Qualifications under "Requirements" heading, and Preferred Qualifications under "Qualifications" heading (or maybe "Qualifications" for both required and preferred?). The instruction: headings list includes Requirements, Qualifications, Skills. So we can have:
- Responsibilities
with ul list from Job Responsibilities.
- Requirements
with ul list from Required Qualifications.
- Qualifications
with ul list from Preferred Qualifications.
- Skills
maybe we could combine some skills not covered elsewhere? But we already covered many skills in Requirements. Could still create Skills section with e.g., "Strong accounting, finance, quantitative and business communication skills; modelling, forecasting, valuation; advanced Excel; multi-tasking; collaboration; independent work; organizational skills; attention to detail; meeting deadlines; passion for markets; interest in Life Science Tools & Diagnostics." However that duplicates content from Requirements. The instruction says preserve ALL substantive information; do not invent or summarize away detail. Duplicating is okay as long as we preserve. But we might avoid duplication by not creating Skills if it's just repeating. However they said prefer a few substantive sections over many thin ones. So maybe we skip Skills section and let Requirements cover skills. But they said include a section ONLY when posting has real, specific content for it. The posting does have specific content about skills (they list skills). So we could create Skills section with those skill items. However we already have Required Qualifications which includes those skills. To avoid duplication, we could treat Required Qualifications as Requirements (including experience, licenses) and Qualifications as Preferred Qualifications. Skills could be omitted or we could merge skills into Requirements. But we need to follow instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we must use all; we can omit if no content. So we can decide to not include Skills if we feel it's covered elsewhere. However the instruction says "Prefer a few substantive sections over many thin ones." So better to combine similar content into fewer sections. So we could have:
- About the role (maybe from Job Summary). The Job Summary includes description of role, what you will do, etc. That could be About the role.
- Responsibilities (list).
- Requirements (FINRA licenses, experience, etc.)
- Qualifications (Preferred: CFA, coding)
- Benefits (list of benefits)
- Pay (base salary description, commission-based pay, discretionary incentive compensation)
We could omit Skills.
Check if any content for About the role: 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 Life Science Tools & Diagnostics, 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."
That is substantive. So we can put that in About the role.
Now we need to remove boilerplate: The "ABOUT US" section about JPMorganChase history etc. That is not required for role but could be considered About the company. Not in headings list. Should we include? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "ABOUT US" is not boilerplate but it's company description. Not listed as a heading we must use, but we could include it under maybe "About the role"? No, it's about company. Could we include it as a separate section? Not in allowed headings list. The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use those for section headings (e.g...). Likely they expect only those headings. So we should not include ABOUT US as a separate heading. Should we incorporate its content somewhere? It's not required for the role; but we must preserve ALL substantive information. However the instruction also says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The ABOUT US is not boilerplate but it's company info. Might be considered substantive but not required for role. However we must preserve ALL substantive information; does that mean we must keep everything except the boilerplate? Probably yes. But we cannot create a heading not in the list? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings, but it gives examples. Safer to stick to those headings. But we could incorporate the ABOUT US content into a paragraph under maybe "About the role"? That would be mixing role description with company description, but still preserving info. However the "About the role" heading is meant for role description; adding company info might be okay but could be considered off-topic. However the instruction says preserve ALL substantive information; we could add a
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings, but it gives examples. Safer to stick to those headings. But we could incorporate the ABOUT US content into a paragraph under maybe "About the role"? That would be mixing role description with company description, but still preserving info. However the "About the role" heading is meant for role description; adding company info might be okay but could be considered off-topic. However the instruction says preserve ALL substantive information; we could add a
after the role summary that includes company info. That would still be within the About the role section? Might be okay. Alternatively we could create a separate heading like "About the company" but not in list; risk of being considered not following instruction. Better to incorporate into About the role paragraph. Now we need to remove duplicated lines: There's some duplication maybe "We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience." appears both in Job Summary and maybe elsewhere? Not elsewhere. Also "We offer a competitive total rewards package..." appears in benefits/pay section. Not duplicated elsewhere. Now we need to format lists: Use
- for any list of duties/requirements/benefits.
Thus:
About the role
Job Summary content (maybe as paragraph). Could be multiple sentences; we can keep as one
or split? Probably one
is fine.
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
Requirements
- 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
- 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 Life Science Tools & Diagnostics sector
Qualifications
- CFA charterholder or progress towards CFA
- Some coding capabilities – e.g., VBA, Python
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Pay
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 should not include Schedule section. Check for any leftover boilerplate: We removed "About Us" etc. Also removed "Additional details about total compensation and benefits will be provided during the hiring process." That's maybe boilerplate? It's generic; could be considered filler. Might be removed. The instruction: remove duplicated lines, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The line about additional details being provided during