U.S. Private Bank - AWM Program Analyst

JPMorganChase • Raleigh, NC

1d

About The Position

J.P. Morgan is seeking exceptionally talented, collaborative, confident, and motivated individuals to provide a first-class experience to clients within its U.S. Private Bank. Candidates with an entrepreneurial mindset who are looking to constantly challenge themselves will find J.P. Morgan to be a suitable environment. The role involves working alongside a team of talented colleagues from various markets, businesses, and functions, offering opportunities for career advancement. As a Program Banker Analyst in the U.S. Private Bank, the individual will be part of an integrated team, collaborating 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 progress to an Associate role at the end of the program, with promotional opportunities based on business needs and performance. The two-year 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.

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
• Assume significant responsibility by interacting frequently with senior management and working directly with clients as you progress in your role

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees