Private Bank Program Analyst - Launch Your Client Impact

Next Frontier Capital; Winnetka (IL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking exceptionally talented individuals for a two-year Analyst Program as a Banker Analyst. You will join an integrated team of bankers, investment specialists, and trust experts to bring in new clients and to serve existing clients.

The program provides exposure across credit and lending, multi-asset investments, wealth advisory and estate planning, with potential progression to Associate based on performance.

Qualifications

• Bachelor’s degree with minimum GPA 3.2.
• No more than two years of work experience after undergrad.
• Demonstrated aptitude for sales and client relationship management.

Responsibilities

• Help devise customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Collaborate with team to analyze balance sheets and client objectives.
• Become an expert in proprietary models to tailor solutions.
• Conduct research and analyze; assist with product development and prospecting.
• Research client inquiries and manage follow up communication.
• Progression may involve increased client interaction with senior management.

Skills

Sales aptitude

Client relationship management

Strong communication

Presentation skills

Multi-tasking

Financial markets interest

Education

Bachelor's degree

Tools

Proprietary models

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking exceptionally talented individuals for a two-year Analyst Program as a Banker Analyst. You will join an integrated team of bankers, investment specialists, and trust experts to bring in new clients and to serve existing clients.

The program provides exposure across credit and lending, multi-asset investments, wealth advisory and estate planning, with potential progression to Associate based on performance.