U.S. Private Bank - AWM Program Analyst
We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. You will work alongside a team of talented colleagues from other markets, businesses, and functions to take your career to the next level.
About the role
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and serve existing clients. The two-year Analyst Program provides exposure to multiple business areas within the Private Bank, including but not limited to credit and lending, multi-asset class investments, wealth advisory, and estate planning.
As a top-performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on business needs and the Analyst's performance.
Responsibilities
- Help devise customized financial strategies for existing and prospective clients
- Prepare pitch books and meeting materials
- Collaborate with integrated team members to analyze balance sheets and understand clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
- Become an expert in a range of proprietary models to provide recommendations on tailored solutions
- Conduct research and analysis; assist with product development and prospecting efforts
- Research client inquiries and manage follow-up communication and materials
- Work directly with clients as you continue to progress in your role
Requirements
- Bachelor's degree with a minimum overall GPA of 3.2
- No more than two years of work experience following completion of undergraduate program
- Demonstrated aptitude for sales and client relationship management
Preferred Qualifications
- Superior multi-tasking and organizational skills
- Excellent communication skills and poise giving presentations
- Genuine interest in financial markets and macro-level economic trends
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Additional details about total compensation and benefits will be provided during the hiring process. 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.
About Us
JPMorgan Chase, 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.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.