U.S. Private Bank - AWM Program Analyst
About the role
We are seeking 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 advance your career. As a Program Banker Analyst, you will collaborate with bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and serve existing ones.
As a top-performing Analyst, you may progress to the next phase at the firm as an Associate at the end of the two-year program. Promotional opportunities are based on business needs and individual performance. The Analyst Program provides exposure to multiple business areas within the Private Bank, including credit and lending, multi-asset class investments, wealth advisory, and estate planning.
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 considering 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 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.
- Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support and financial coaching.
Pay
Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.