Job Description

Technology Hardware and Semiconductors sit at the center of global innovation and supply chains. This role offers the opportunity to lead coverage in a fast-moving sector where technology transitions and industry cycles create constant debate. You will shape investment views through rigorous analysis, clear writing, and direct engagement with companies and clients. You will work in a collaborative, high-performance research environment with meaningful client interaction and leadership responsibility.

As an Equity Research Associate or Vice President in the Technology (Semiconductors / Tech Hardware) team, you will lead industry and company coverage across the semiconductor value chain and own the end-to-end research agenda for your coverage universe. You will be based in Taiwan and take primary responsibility for producing timely, high-quality research, forming differentiated views, and engaging directly with internal and external clients.

Job Responsibilities

Lead core research in a sub-set of Tech hardware/ semiconductor companies by dissecting earnings releases, company disclosures, and relevant news flow for semiconductor companies
Own and maintain the financial and operating models for covered names; perform valuation work and scenario analysis
Set the coverage agenda by identifying key debates, catalysts, and risks; update investment views as facts change
Produce high-impact research notes, earnings updates, sector pieces, and contribute to comprehensive research reports and thematic publications
Analyze industry dynamics, including supply and demand, pricing, inventory, utilization, capital spending, and technology roadmaps
Build and maintain relationships with company management teams, investor relations, and industry contacts through ongoing engagement and diligence
Serve as a primary point of contact for internal and external clients on sector and company developments, including fulfilling requests for market updates and intelligence
Collaborate with partners in Sales and Trading to support coordinated client coverage and idea generation
Drive data collection and analysis to support conclusions and strengthen written outputs
Lead execution standards across the day-to-day workflow, including reviewing work and mentoring junior team members

Required Qualifications, Capabilities And Skills

Bachelor's degree (or equivalent) with strong academic performance in accounting, finance, economics, engineering, or a related field
4-5 years of experience in equity research, investing, corporate finance, or relevant technology or semiconductor analysis
Demonstrated proficiency in accounting, financial analysis, and quantitative reasoning
Advanced proficiency in Microsoft Excel and Microsoft Office Suite, including building and maintaining complex models
Strong written and verbal communication skills, including the ability to produce clear, client-ready research under tight deadlines
Fluency in English and Mandarin (written and spoken)
Demonstrated ability to independently develop and communicate investment views and manage a coverage universe end-to-end
Knowledge of tech hardware / semiconductor industry structure and key business drivers
Strong attention to detail, sound judgment, and ability to operate effectively in a fast-paced environment
Ability and willingness to engage with company management teams and travel as needed for diligence and meetings

Preferred Qualifications, Capabilities And Skills

Progress toward or completion of the Chartered Financial Analyst (CFA) designation
Prior direct coverage of semiconductors or adjacent technology hardware sectors with demonstrated thought leadership
Experience leading initiation reports and thematic publications
Demonstrated ability to build and maintain a network of industry contacts through primary research
Strong track record of client engagement and commercial impact through research content
People leadership experience, including coaching and quality review of junior team members
Familiarity with data tools that improve research workflows (for example, Python, SQL, or similar)

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Equity Research, Technology (Semiconductors / Tech Hardware), Associate /Vice President