U.S. Private Bank - AWM Program Analyst

JPMorganChase • Irvine, CA

1d

About The Position

This role involves devising customized financial strategies for clients, preparing client materials, and collaborating with a team to analyze financial information and provide tailored recommendations. The analyst will become an expert in proprietary models, conduct research, assist with product development, and handle client inquiries and follow-up.

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

Nice To Haves

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Genuine interest in financial markets and macro-level economic trends

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 a 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level