LatAm South Investor Analyst — Private Banking

Testing Site - JPMC; New York (NY); On-site; USD 80,000 - 105,000; Full time

Job summary

J.P. Morgan's International Private Bank in New York invites applications for a Program Investor Analyst to join an integrated team of bankers, investment specialists, capital advisors, and trust and estate experts to grow new clients and serve existing ones.

The two-year program offers a path to an Associate role based on performance and company needs. You will work with clients across the Latin America (South) market, prepare pitch books, analyze balance sheets, and tailor recommendations that

Qualifications

• Bachelor’s degree with GPA ≥ 3.2.
• No more than two years of work experience after undergrad.
• Aptitude for sales and client relationship management.
• Fluent in English and Spanish.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients in the Latin America (South) market.
• Prepare pitch books and meeting materials.
• Collaborate with team members to analyze balance sheets and investment objectives.
• Produce tailored recommendations that consider risk/return objectives.
• Become an expert in models to provide tailored solutions.
• Conduct research and support product development and prospecting efforts.
• Manage client inquiries and follow up communications with materials.

Skills

Sales aptitude

Client relationship management

Bilingual English/Spanish

Education

Bachelor’s degree

GPA 3.2 or higher

Job description

J.P. Morgan's International Private Bank in New York invites applications for a Program Investor Analyst to join an integrated team of bankers, investment specialists, capital advisors, and trust and estate experts to grow new clients and serve existing ones.

The two-year program offers a path to an Associate role based on performance and company needs. You will work with clients across the Latin America (South) market, prepare pitch books, analyze balance sheets, and tailor recommendations that