Private Bank Program Analyst: Path to Associate

Testing Site - JPMC; Los Angeles (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank in Los Angeles is seeking a Program Banker Analyst to join an integrated team of bankers, global investment specialists, capital advisors and trust experts to attract and serve clients.

As a top-performing Analyst, you will help devise customized financial strategies, prepare pitch books and materials, and collaborate with the team to analyze balance sheets and investment objectives. The two-year program offers a pathway to an Associate role based on performance.

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience after 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

J.P. Morgan's U.S. Private Bank in Los Angeles is seeking a Program Banker Analyst to join an integrated team of bankers, global investment specialists, capital advisors and trust experts to attract and serve clients.

As a top-performing Analyst, you will help devise customized financial strategies, prepare pitch books and materials, and collaborate with the team to analyze balance sheets and investment objectives. The two-year program offers a pathway to an Associate role based on performance.