Strategic Equity Solutions Analyst, Program jobs in United States
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Chase · 22 hours ago

Strategic Equity Solutions Analyst, Program

position270 Park Ave, New York, NY, 10017, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$100K/yr - $110K/yr

Chase is a leading financial institution offering innovative financial solutions. They are seeking a Strategic Equity Solutions Analyst to provide advice and execution on managing concentrated stock positions, collaborating with team members and clients across the U.S.

BankingFinancial Services

Responsibilities

Gain hands-on experience with a broad range of solutions for managing concentrated positions—including OTC derivatives, block trades, 10b5-1 plans, exchange funds, and bespoke trading strategies to unlock liquidity
Play a key role in delivering advice and executing transactions for clients, collaborating closely with team members, bankers, and investors across the U.S
Help organize and eventually lead internal educational sessions to share knowledge and best practices

Qualification

Bachelor’sMaster’s degreeSeries 7 & Series 63Excel proficiencyResearch skillsClient relationship skillsOrganizational skillsAnalytical skillsJudgmentDiscretionInterpersonal skillsCommunication skillsProblem-solving skills

Required

Bachelor's or Master's degree
Series 7 & Series 63
Strong proficiency in Excel, Word, and PowerPoint
Exceptional interpersonal, communication, analytical and problem-solving skills
Eagerness to learn and apply new knowledge, absorb and digest market intelligence on a daily basis
Strong research skills and ability to tie big picture view of the markets to client solutions
Excellent organizational skills and ability to manage multiple priorities
Highly inquisitive, pro-active and focused
Desire to work with external clients in a relationship building and sales capacity
Ability to thrive in a fast-paced, collaborative environment
Sound judgment and discretion when working with confidential information

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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