Private Bank Program Analyst: Wealth Strategy & Advisory

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan is seeking exceptionally talented individuals for a two-year Analyst Program in the U.S. Private Bank.

You will work with bankers, investment specialists, and estate experts to bring in new clients and serve existing ones, with potential to advance to Associate at program end. The role emphasizes teamwork, learning across credit, investments, wealth advisory, and estate planning. As a Program Banker Analyst, you will develop customized financial strategies, prepare materials, and

Qualifications

• Bachelor's degree with a GPA of 3.2 or higher
• No more than two years of work experience after undergrad
• 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
• Work directly with clients as you continue to progress in your role

Skills

Sales aptitude

Client relationships

Communication

Financial markets

Education

Bachelor's degree with GPA 3.2

Job description

J.P. Morgan is seeking exceptionally talented individuals for a two-year Analyst Program in the U.S. Private Bank.

You will work with bankers, investment specialists, and estate experts to bring in new clients and serve existing ones, with potential to advance to Associate at program end. The role emphasizes teamwork, learning across credit, investments, wealth advisory, and estate planning. As a Program Banker Analyst, you will develop customized financial strategies, prepare materials, and