Chase · 2 days ago
Equity Research - SMid Technology Senior Analyst - Vice President
390 Madison Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$200K/yr - $285K/yr
6+ years expChase, a leading financial institution, is seeking a Senior Analyst in Equity Research with expertise in SMid Technology. The role involves publishing actionable reports and recommendations, engaging with clients, and building strong relationships within the industry.
FinanceBankingFinancial Services
Responsibilities
Lead coverage of SMid Technology stocks as an industry expert and thought leader
Engage with institutional investor clients and internal partners to share investment recommendations and insights
Build and sustain management and industry relationships, facilitating corporate access through conferences, events, and non-deal roadshows
Support Capital Markets with investor education and due diligence during equity offerings
Build and maintain Excel-based models to forecast company financials and project industry dynamics
Perform detailed valuation work to support stock recommendations
Write research notes and sector reports, and prepare presentations
Qualification
Required
Six or more years of senior analyst experience covering Technology
Established client and corporate relationships
Strong accounting, finance, quantitative, and business communication skills, including modeling, forecasting, and valuation experience
High level of organizational skills, excellent attention to detail, and proven ability to manage a team efficiently
FINRA licenses Series 86 and Series 87 and/or CFA
Preferred
Experience developing and mentoring junior analysts to drive franchise growth
Ability to embrace technology to drive innovation and efficiency
Demonstrated collaboration across global research teams
Track record of publishing differentiated, actionable investment insights
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.
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
2026-02-12
Financial Sector Technology
2026-02-05
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