U.S. Private Bank – Program Analyst

JPMorganChase • Miami, FL

6d

About The Position

The U.S. Private Bank Program Analyst works on an integrated team with bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and serve existing clients. The two-year Analyst Program provides exposure to multiple Private Bank business areas, including credit and lending, multi-asset class investments, wealth advisory, and estate planning. High-performing Analysts may have the opportunity to continue at the firm as an Associate at the end of the program; promotional opportunities depend on business needs and the Analyst’s performance. As the role progresses, the Analyst takes on significant responsibility, interacts frequently with senior management, and works directly with clients.

Requirements

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following completion of an 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 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 clients’ investment objectives, producing customized recommendations that consider appropriate risk/return objectives.
• Become an expert in proprietary models to provide recommendations on tailored solutions.
• Conduct research and analysis, and assist with product development and prospecting efforts.
• Research client inquiries and manage follow-up communication and materials.
• As the role progresses, interact frequently with senior management and work directly with clients.

What This Job Offers

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