Private Bank Wealth Strategy Analyst (2-Year Program)

JPMorgan Chase & Co.; Orlando (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Orlando, FL is seeking an Analyst for the two-year Private Bank Analyst Program that develops future associates through hands-on client coverage, financial modeling, and cross-functional collaboration.

As a Program Banker Analyst, you will work with bankers, investment specialists, capital advisors and trust professionals to attract new clients and service existing clients, with potential progression to Associate after the program.

Qualifications

• Bachelor's degree required with a minimum GPA of 3.2.
• Aptitude for sales and client relationship management is essential.
• Excellent communication and presentation abilities are expected.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with team members to analyze balance sheets and investment objectives.
• Become an expert in proprietary models to tailor solutions.
• Conduct research and assist with product development and prospecting.
• Research client inquiries and manage follow-up communication and materials.
• Interact with senior management and clients as you progress.

Skills

Sales aptitude

Client relationship management

Communication skills

Multi-tasking

Organizational skills

Presentation skills

Interest in financial markets

Education

Bachelor's degree with GPA 3.2+

Job description

JPMorgan Chase & Co. in Orlando, FL is seeking an Analyst for the two-year Private Bank Analyst Program that develops future associates through hands-on client coverage, financial modeling, and cross-functional collaboration.

As a Program Banker Analyst, you will work with bankers, investment specialists, capital advisors and trust professionals to attract new clients and service existing clients, with potential progression to Associate after the program.