U.S Private Bank - AWM Program Analyst - Salt Lake City

JPMorgan Chase & Co.•Salt Lake City, UT
•Onsite

About The Position

JPMorgan Chase & Co. is seeking a Program Analyst for its U.S. Private Bank - AWM program in Salt Lake City. This role involves devising customized financial strategies for clients, preparing client materials, analyzing financial data, and collaborating with team members to provide tailored recommendations. The analyst will become an expert in proprietary models, conduct research, assist with product development, and manage client inquiries. The position also offers direct client interaction as the role progresses.

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

  • 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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