IPB - AWM Program Analyst - LATAM South

JPMorganChase•Miami, FL

About The Position

J.P. Morgan’s International Private Bank is seeking collaborative, confident, and motivated individuals to provide a first-class client experience. As a Program Analyst, you will work 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 Associates after completing the program; promotional opportunities depend on business needs and individual performance. As you progress, you will take on significant responsibility, interact frequently with senior management, and work directly with clients.

Requirements

  • Bachelor’s degree with a minimum overall GPA of 3.2.
  • Fluency in English and Spanish.
  • 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.

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 a range of 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 you progress, interact frequently with senior management and work directly with clients.
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