U.S. Private Bank - Management Associate

JPMorgan Chase & Co. • Austin, TX

4h

About The Position

We are actively looking for 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 be working alongside a team of talented colleagues, businesses, and functions to provide you with the opportunity to take your career to the next level.

JPMorganChase, 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.

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.

Requirements

• Broad understanding of the financial markets and investment management.
• Ability to “connect the dots” across business processes and drive clarity in ambiguous situations.
• Exceptional communication, organizational, and project management skills.
• Advanced proficiency in Microsoft Office Suite, with a strong emphasis on PowerPoint and Excel.
• High professionalism, integrity, and discretion with confidential information.
• Strong attention to detail and commitment to high-quality work.
• Initiative, curiosity, and analytical ability to complete projects independently.
• Ability to thrive in a fast-paced environment and manage multiple projects.
• Strategic thinking and confidence to present recommendations to business leaders.
• Bachelor’s Degree required
• Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Coachable professional with good business acumen

Responsibilities

• Serve as a trusted partner, supporting day-to-day business and execution of strategic priorities.
• Collaborate across investment teams to drive alignment and effective execution of initiatives.
• Enhance team communications and coordinate with internal and external stakeholders, including senior executives and clients.
• Identify process improvements and help implement solutions to optimize team coordination and business outcomes.
• Conduct research on industry trends and competitors to provide insights and recommendations.
• Prepare presentations and reports for meetings, ensuring accuracy and professionalism.
• Coordinate agendas and follow-ups for management meetings and select client forums.
• Contribute to wider Private Bank initiatives and propose ideas for business optimization, from client opportunities to strategy innovation.

Benefits

• 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.
• We also 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 and more.

What This Job Offers

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