Equity Research - Department Stores, Specialty Softlines, Leisure - Associate jobs in United States
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Chase · 5 hours ago

Equity Research - Department Stores, Specialty Softlines, Leisure - Associate

position390 Madison Ave, New York, NY, 10017, US
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$150K/yr - $200K/yr
date2+ years exp

Chase is one of the oldest financial institutions and a leader in investment banking and financial solutions. They are seeking an Associate in Equity Research to cover the Retail - Department Stores, Specialty Softlines & Leisure sector, involving industry analysis, company coverage, and client communication.

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 progressBusiness communicationCoding 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 Retail sector

Preferred

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

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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