• UBS

JC

Jerry Y. Chen

Investment Banking Associate

Jerry Y. Chen has a diverse background in finance and analysis, with experience across multiple prestigious firms. From November 2015 to May 2019, Jerry served as a Senior Research Associate and then as a Research Associate at PitchBook Data. Following this, an opportunity arose at UBS, where Jerry held the position of Investment Banking Summer Associate for a brief period in July 2020 before advancing to the role of Investment Banking Associate in July 2021, focusing on the Equity Capital Markets & Strategic Equity Solutions Group. Prior insight into the industry was gained during prior roles as a Commercial Finance Analyst at Darigold and a Retail Measurement Summer Analyst at The Nielsen Company, among others. Jerry holds a Bachelor of Arts from the University of Virginia and an MBA from Duke University's Fuqua School of Business. Educational background includes formative years at Fairfax High School.

Location

San Francisco, United States

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