2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm

JPMorgan Chase & Co.; New York, Northern (NY, KY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY; Miami, FL; and Houston, TX is seeking a Summer Analyst in Global Private Bank to gain experience in wealth management, investments, lending, and trust and estate planning.

You will work with a diverse team to deliver client solutions and build a professional network through mentorship and hands-on projects. The nine-week program includes induction, training, and potential full-time offers for top performers.

Qualifications

• Pursuing a Bachelor’s or Master’s degree (Non-MBA).
• Expected graduation date December 2027–June 2028.
• Fluency in Spanish and/or Portuguese.
• Strong teamwork and communication skills.
• Interest in financial markets and macro trends.
• Ability to thrive in a fast-paced, collaborative environment.

Responsibilities

• Support wealth management needs through client-focused research and analysis.
• Collaborate with bankers, investment specialists, and lending teams.
• Contribute to a Solutions Team with market and product research.
• Participate in mentorship and development activities during the program.

Skills

Interpersonal skills

Analytical thinking

Communication

Team collaboration

Problem solving

Organizational skills

Multitasking

Interest in financial markets

Education

Bachelor’s or Master’s degree (Non-MBA)

Job description

If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil.

As an Advisor Trainee in Global Private Bank within the Latin America team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning. You will work across teams to understand client goals and deliver first-class client service tailored to their unique needs.

What You Can Expect

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills.

Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time (for juniors) or returning summer internship (for sophomores) offer at the end of the summer.

Job responsibilities

• Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
• Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our clients while building your own expertise.
• Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
• Learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

Required qualifications, capabilities, and skills

• Pursuing a Bachelor’s or Master’s degree (Non-MBA)
• Expected graduation date of December 2027– June 2028
• Cultural knowledge and fluency in Spanish and/or Portuguese
• Highly-driven and enjoy working in teams to develop complex solutions
• Exceptional interpersonal, communication, analytical and problem-solving skills
• Excellent organizational skills and ability to multitask
• Genuine interest in financial markets and macro-level economic trends
• Desire to ultimately work with external clients in a relationship building and sales capacity
• Ability to thrive in a fast-paced, collaborative environment
• Highly inquisitive, focused and pro-active. Good judgment and discretion when working with confidential information

To be eligible for this program, you must be authorized to work in the U.S. We offer limited sponsorship for those enrolled in STEM degree programs that are heavily indexed in finance.

Locations:

• New York, NY
• Miami, FL
• Houston, TX

At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.