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Chase · 5 months ago

Equity Research - Enterprise Software - Associate

560 Mission St, San Francisco, CA, 94105, US

Full-time

Onsite

Entry Level

$110K/yr - $125K/yr

2+ years exp

Chase is one of the world’s most highly respected advisory franchises, and they are seeking an Associate in Equity Research covering Enterprise Software. This role involves conducting industry analysis, modeling financial statements, performing detailed valuation work, and communicating with clients about stocks and sector insights.

BankingFinancial Services

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

Qualification

Equity research experienceFinancial modelingValuation experienceExcel proficiencyAccounting skillsFinance skillsBusiness communicationQuantitative skillsCFA progressCoding capabilitiesOrganizational skillsTeam collaborationAttention to detail