Strategic Equity Solutions Sales - Analyst

JPMorgan Chase; New York (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

A leading financial institution is seeking an Analyst for the Strategic Equity Solutions Sales desk in New York. The role involves engaging clients, executing transactions, and providing tailored financial solutions. Ideal candidates will possess strong analytical skills, effective communication abilities, and a keen interest in financial markets. A competitive salary and comprehensive benefits package are offered, including health coverage and retirement plans.

Benefits

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Qualifications

• Strong communication skills and analytical background required.
• FINRA Series 7 and 63 licenses needed, can be obtained after joining.

Responsibilities

• Support senior marketers and assist in executing derivative-based solutions.
• Provide comprehensive client coverage and ensure smooth post-trade execution.

Skills

Communication

Analytical

Problem-Solving

Teamwork

Tools

Excel

Bloomberg

Microsoft Word

PowerPoint

Python

VBA

Job description

The Strategic Equity Sales Desk provides dedicated expertise and customized solutions for managing concentrated equity/stake positions. We offer derivative-based hedging, monetization, and divestiture, as well as bespoke financing, to provide a holistic solution set for both UHNW retail and institutional clients.

As an Analyst on the Strategic Equity Solutions Sales desk, you will be required to engage with both the market and clients. Your role will also require execution, technical and market skills, a problem-solving approach, and the ability to use strategic analysis to deliver complex solutions to end clients.

**Job Responsibilities:**

+ Support senior marketers in covering clients and in the daily functions of the desk.

+ Assist in formulating, marketing, and executing derivative-based hedging, monetization, and divestiture solutions by working with trading, legal, tax, and compliance teams.

+ Provide comprehensive client coverage, including fulfilling client requests for market/stake updates, pricing, and execution of client transactions.

+ Help ensure a smooth post-trade execution process, including accurate booking of risk, trade recaps, and post-trade inquiries.

**Required Qualifications, Capabilities, and Skills:**

+ Strong communication skills, an analytical background, and proficiency with Excel.

+ Candidates must be high-energy, take initiative, and multitask by balancing the execution of transactions with long-term strategic projects and client pitches.

+ Possess strong intellectual curiosity with an emphasis on problem-solving, attention to detail, teamwork, and a general interest in financial markets.

+ Strong knowledge of Bloomberg, Microsoft Excel, Word, and PowerPoint.

+ FINRA Series 7 and 63 licenses are required for the role but can be obtained after joining the team.

**Preferred Qualifications, Capabilities, and Skills:**

+ Knowledge of options pricing, modeling, and trading strategies.

+ A fundamental understanding of Python or VBA

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

**Base Pay/Salary**

New York,NY $100,000.00 - $125,000.00 / year