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. Top-performing Analysts may progress to the Associate level at the end of the two-year program.

The two-year Analyst Program offers 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 tailored recommendations considering risk/return objectives.
• Become an expert in 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.
• Assume significant responsibility by interacting frequently with senior management and working 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 and Skills

• 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.

Additional details about total compensation and benefits will be provided during the hiring process.

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. With a history spanning over 200 years, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About The Team

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 spanning the full spectrum of asset classes through a 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.