Chase · 23 hours ago
Strategic Equity Solutions Analyst, Program
Chase is a leading financial institution offering innovative financial solutions. They are seeking a Strategic Equity Solutions Analyst to provide advice and execution on managing concentrated stock positions, collaborating with team members and clients across the U.S.
BankingFinancial Services
Responsibilities
Gain hands-on experience with a broad range of solutions for managing concentrated positions—including OTC derivatives, block trades, 10b5-1 plans, exchange funds, and bespoke trading strategies to unlock liquidity
Play a key role in delivering advice and executing transactions for clients, collaborating closely with team members, bankers, and investors across the U.S
Help organize and eventually lead internal educational sessions to share knowledge and best practices
Qualification
Required
Bachelor's or Master's degree
Series 7 & Series 63
Strong proficiency in Excel, Word, and PowerPoint
Exceptional interpersonal, communication, analytical and problem-solving skills
Eagerness to learn and apply new knowledge, absorb and digest market intelligence on a daily basis
Strong research skills and ability to tie big picture view of the markets to client solutions
Excellent organizational skills and ability to manage multiple priorities
Highly inquisitive, pro-active and focused
Desire to work with external clients in a relationship building and sales capacity
Ability to thrive in a fast-paced, collaborative environment
Sound judgment and discretion when working with confidential information
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.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-24
Small Business Trends
2026-01-18
Company data provided by crunchbase