U.S. Private Bank - Management Associate

JPMorganChaseAustin, TX
6h

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.

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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service