U.S. Private Bank – Program Analyst

JPMorgan Chase & Co. • Miami, FL

2h

About The Position

The Program Analyst will work as part of an integrated team in J.P. Morgan’s U.S. Private Bank, alongside bankers, global investment specialists, capital advisors, and trust and estate experts. The role supports efforts to bring in new clients and serve existing clients, with exposure during a two-year Analyst Program to areas including credit and lending, multi-asset class investments, wealth advisory, and estate planning. Top-performing Analysts may have the opportunity to continue as an Associate after the program; promotions depend on business needs and performance.

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 use 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 and return objectives.
• Develop expertise in proprietary models to recommend tailored solutions.
• Conduct research and analysis and assist with product development and prospecting efforts.
• Research client inquiries and manage follow-up communications and materials.
• As the role progresses, interact frequently with senior management and work directly with clients.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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