Strategic Equity Solutions Sales - Analyst

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

Job summary

A leading global financial institution seeks an Analyst for the Strategic Equity Solutions Sales desk in New York. The role involves supporting client coverage, executing complex derivative-based solutions, and requires strong analytical skills and communication abilities. Join a dynamic team and contribute to innovative financial strategies while enjoying a competitive salary and comprehensive benefits.

Benefits

Comprehensive health care

Retirement plans

Tuition reimbursement

Mental health support

Qualifications

• Strong communication skills and analytical background required.
• Proficiency with Excel and Bloomberg essential.
• FINRA Series 7 and 63 licenses required but can be obtained after joining.

Responsibilities

• Support senior marketers in covering clients and daily desk functions.
• Assist in executing derivative-based solutions in collaboration with various teams.
• Provide comprehensive client coverage and ensure smooth post-trade execution.

Skills

Communication

Analytical skills

Attention to detail

Teamwork

Problem-solving

Tools

Bloomberg

Excel

Microsoft Word

PowerPoint

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 engage with both the market and clients. Your role requires 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 :

1. Support senior marketers in covering clients and in the daily functions of the desk.
2. Assist in formulating, marketing, and executing derivative-based hedging, monetization, and divestiture solutions by collaborating with trading, legal, tax, and compliance teams.
3. Provide comprehensive client coverage, including fulfilling client requests for market/stake updates, pricing, and execution of transactions.
4. Help ensure smooth post-trade execution, 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.
• High-energy, initiative-taking, multitasking abilities, balancing transaction execution with strategic projects and client pitches.
• Strong intellectual curiosity, problem-solving skills, attention to detail, teamwork, and a keen interest in financial markets.
• Proficiency with Bloomberg, Microsoft Excel, Word, and PowerPoint.
• FINRA Series 7 and 63 licenses are required but can be obtained after joining.

Preferred Qualifications, Capabilities, and Skills :

• Knowledge of options pricing, modeling, and trading strategies.
• Basic understanding of Python or VBA.

JPMorgan Chase, a leading global financial institution with over 200 years of history, offers innovative financial solutions across various sectors. Our total rewards package includes competitive salary, potential commission and incentive pay, comprehensive benefits such as health care, retirement plans, wellness centers, tuition reimbursement, mental health support, and more.

We value diversity and are an equal opportunity employer, committed to creating an inclusive environment for all employees. We do not discriminate based on protected attributes and provide reasonable accommodations for religious practices, mental health, or physical disabilities.

Base salary in New York, NY: $100,000 - $125,000 per year.