Chase · 20 hours ago
Asset Management - Value Advantage Equity Research Analyst - Vice President
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Mid Level
$170K/yr - $275K/yr
4+ years expChase is a leader in investment banking and asset management, seeking a Vice President for their Value Advantage Portfolio Team. The Analyst will be responsible for researching companies and producing actionable investment recommendations while collaborating with the Portfolio Manager and maintaining communication regarding investment theses.
FinanceBankingFinancial Services
Responsibilities
Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team’s research process
Identify fundamental risks for each stock in regard to macro, industry and company-specific events
Perform independent fundamental analysis of a company’s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools to identify sources of competitive advantage and understand the company’s business model
Build and maintain financial models to estimate future cash flows and sustainable earnings power
Maintain written and verbal communication with the Portfolio Manager
Collaborate on investment theses and monitor against company updates
Utilize valuation techniques to estimate firm value
Qualification
Required
Bachelor Degree
4+ years experience
Generalist
Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task
Requires independent thinking and the ability to perform research with limited oversight
Must possess strong interpersonal skills and be a team player
Preferred
Preferably a degree with a concentration in economics, finance, and/or CFA designation
Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary
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
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-02-12
Financial Sector Technology
2026-02-05
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