U.S. Private Bank - AWM Program Analyst

JPMorgan Chase & Co.New York, NY
Onsite

About The Position

J.P. Morgan is seeking exceptionally talented, collaborative, confident, and motivated individuals to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. This role is for those with an entrepreneurial mindset who are looking to constantly challenge themselves. As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with bankers, global investment specialists, capital advisors, and trust and estate experts to acquire new clients and serve existing ones. Top-performing Analysts will have the opportunity to advance to an Associate role at the end of the program, with promotional opportunities based on business needs and individual performance. The two-year Analyst Program offers exposure to various business areas within the Private Bank, including credit and lending, multi-asset class investments, wealth advisory, and estate planning.

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
  • Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

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

Benefits

  • Competitive total rewards package including base salary determined based on the role, experience, skill set and location
  • Commission-based pay and/or discretionary incentive compensation (for eligible roles)
  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching
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