Private Bank Investment Analyst — Client-Focused

JPMorganChase; Washington (District of Columbia); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorganChase, a leading U.S. private bank, seeks an Investment Professional to provide daily client relationship support and coordinate with a team of specialists while safeguarding confidential information.

You will assist in brokerage trades, account updates, and fee processes within a collaborative, market-facing environment. The role requires securities licenses, a bachelor's degree, and 1+ year of experience, with strong organizational and analytical skills.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain within 90 days.
• Bachelor's degree required.
• 1+ year of industry-related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software.
• Interest in financial markets and concepts.
• Excellent interpersonal skills.
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy.

Responsibilities

• Consult on and execute brokerage trades, including: advising on trade execution, placing trades, reviewing trades, submitting cancels/corrections, and updating accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and perform scenario-based analysis with the Client Advisors.
• Collaborate with Team Leader to monitor risk metrics across the team.
• Collaborate with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including submission, monitoring and coordination with clients to finalize.

Skills

Series 7

Series 66

Insurance licenses

Bachelor's degree

1+ year experience

Follow-up skills

PowerPoint Excel

Private Bank systems

Education

Bachelor's degree

Tools

Workstation

Connect

DDR/KYC

Job description

JPMorganChase, a leading U.S. private bank, seeks an Investment Professional to provide daily client relationship support and coordinate with a team of specialists while safeguarding confidential information.

You will assist in brokerage trades, account updates, and fee processes within a collaborative, market-facing environment. The role requires securities licenses, a bachelor's degree, and 1+ year of experience, with strong organizational and analytical skills.