Private Bank Program Analyst — Path to Associate

JPMorgan Chase; Greenwich (CT); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase in the U.S. Private Bank is seeking an enthusiastic Program Banker Analyst to join an integrated team of bankers, investment specialists, and trust experts. The program provides market exposure and a potential path to Associate after two years, with promotion based on performance.

The role involves crafting customized financial strategies, preparing pitch materials, and collaborating to analyze clients’ balance sheets and investment objectives to deliver tailored recommendations.

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 relationships

Communication skills

Education

Bachelor's degree

Job description

JPMorgan Chase in the U.S. Private Bank is seeking an enthusiastic Program Banker Analyst to join an integrated team of bankers, investment specialists, and trust experts. The program provides market exposure and a potential path to Associate after two years, with promotion based on performance.

The role involves crafting customized financial strategies, preparing pitch materials, and collaborating to analyze clients’ balance sheets and investment objectives to deliver tailored recommendations.