Chase · 4 weeks ago
Institutional Equity Sales – Analyst
560 Mission St, San Francisco, CA, 94105, US
Full-time
Onsite
New Grad, Entry Level
$110K/yr - $125K/yrChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. As an Analyst in Institutional Equity Sales, you will support senior equity salespeople in maintaining and developing investor client relationships while collaborating with various business partners to provide comprehensive client coverage.
BankingFinancial Services
Responsibilities
Supporting senior equity salespeople, attending corporate management IPO and follow-on presentations, backup coverage of existing equity relationships
Navigate products effectively across a broad range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, hedge funds etc.) along with idea generation and market insight
Bring a collaborative approach working with our business partners in trading, research, banking, and syndicate to provide comprehensive client coverage across the platform
Qualification
Required
Experience in sales
Hard working and self-motivated team player, works well in small groups, collaborates well with partners in Research, Trading, and Capital markets
Critical thinker with the goal to help motivate stock idea generations and themes for clients
Understanding of fundamental product knowledge and market structure
Clear, logical thinker with strong qualitative skill set including effective communication and presentation
Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
Preferred
Series 7 & 63 license preferred but not required initially. Expect candidate to complete these licenses if they do not have them already
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.
Founded in 2000
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
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