Private Bank Program Analyst - Path to Associate

Testing Site - JPMC; Fort Worth (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank seeks exceptionally talented individuals for a two-year Analyst Program as a Program Banker Analyst. You will join an integrated team of bankers, investment specialists, capital advisors and trust/estate experts to bring in and serve clients, with promotion potential to Associate at program end.

Promotional opportunities depend on performance. The program provides broad exposure to credit, multi-asset investments, wealth advisory and estate planning.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2.
• Up to 2 years of work experience following completion of undergraduate program.
• 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

Multi-tasking

Organizational skills

Education

Bachelor's degree with GPA 3.2+

Job description

J.P. Morgan’s U.S. Private Bank seeks exceptionally talented individuals for a two-year Analyst Program as a Program Banker Analyst. You will join an integrated team of bankers, investment specialists, capital advisors and trust/estate experts to bring in and serve clients, with promotion potential to Associate at program end.

Promotional opportunities depend on performance. The program provides broad exposure to credit, multi-asset investments, wealth advisory and estate planning.