Financial Strategy Analyst — Client Advisory & Growth

Aumni; Salt Lake City (UT); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Program Banker Analyst in the U.S. Private Bank to work on an integrated team with bankers, investment specialists, and trust experts to bring in new clients and serve existing ones.

You will assist in devising customized financial strategies, prepare materials, and collaborate across teams to tailor solutions aligned with investment objectives. This program emphasizes growth into the Associate role with hands-on client exposure.

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following completion of undergraduate program
• Demonstrated aptitude for sales and client relationship management

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 a clients’ investment objectives to produce 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; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials
• Work directly with clients as you continue to progress in your role

Skills

Bachelor’s degree

GPA 3.2

2 years experience

Sales aptitude

Client relationship mgmt

Multi-tasking

Presentation skills

Communication skills

Interest in financial markets

Quant/Qual analysis

Education

Bachelor’s degree

GPA 3.2

Job description

JPMorgan Chase & Co. is seeking a Program Banker Analyst in the U.S. Private Bank to work on an integrated team with bankers, investment specialists, and trust experts to bring in new clients and serve existing ones.

You will assist in devising customized financial strategies, prepare materials, and collaborate across teams to tailor solutions aligned with investment objectives. This program emphasizes growth into the Associate role with hands-on client exposure.