U.S. Private Bank - AWM Program Analyst
About the role
Help devise customized financial strategies for existing and prospective clients. Collaborate with integrated team members to analyze balance sheets and understand clients' investment objectives to produce tailored recommendations that consider appropriate risk/return objectives.
- Prepare pitch books and meeting materials
- 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
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.
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 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.
Pay
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in 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.
Benefits
We offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include:
- Comprehensive health care coverage
- On-site health and wellness centers
- A retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching