Equity Research - Utilities - Vice President jobs in United States
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Chase · 4 months ago

Equity Research - Utilities - Vice President

Chase is one of the world’s most highly respected advisory franchises, and they are seeking a Vice President in Equity Research covering Utilities. In this role, you will conduct industry analysis and company-specific coverage, perform detailed valuation work, and communicate effectively with clients and management teams.

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 proficiencyCFA charterholderBusiness communicationQuantitative skillsInterest in Utilities sectorCoding capabilitiesOrganizational skillsAttention to detailTeam collaboration

Required

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, as well as 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 Utilities sector

Preferred

CFA charterholder or progress towards CFA
Some coding capabilities – e.g., VBA, Python

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

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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