Private Bank Analyst: Fast-Track to Associate

JPMorgan Chase & Co.; Colorado; On-site; USD 100,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Denver, CO is seeking a Program Banker Analyst within the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust and estate experts.

You will help bring in new clients and serve existing clients by developing customized financial strategies and preparing compelling materials. As a top performer, you will have the chance to advance to Associate at the end of the two-year program.

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.
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.

Skills

Sales aptitude

Client relationship management

Communication skills

Education

Bachelor's degree with GPA 3.2

Job description

JPMorgan Chase & Co. in Denver, CO is seeking a Program Banker Analyst within the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust and estate experts.

You will help bring in new clients and serve existing clients by developing customized financial strategies and preparing compelling materials. As a top performer, you will have the chance to advance to Associate at the end of the two-year program.