Equity Research - SMid Technology Senior Analyst - Vice President
Chase bank
Join one of the world’s most highly respected advisory franchises, where your expertise in SMid Technology will empower clients to make well-informed investment decisions. As a Senior Analyst in Equity Research, you will serve as an industry expert, publishing actionable reports and recommendations, and building strong relationships with clients, management teams, and industry partners. If you are passionate about technology, thrive in a collaborative environment, and are driven to deliver differentiated insights, you may be the perfect fit for our team.
Job 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 presentationsRequired qualifications, capabilities, and skills
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 CFAPreferred qualifications, capabilities, and skills
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
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