U.S. Private Bank - AWM Program Analyst

JPMorgan Chase & Co. • Houston, TX

7h

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. Analysts may have the opportunity to continue as an Associate at the end of the program, based on business needs and individual performance. The role involves developing customized financial strategies, analyzing client financial situations, researching and presenting recommendations, and progressing toward direct client work.

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.
• Work directly with clients as you progress in the role.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• 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