Private Banking Program Analyst: Path to Associate

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

Job summary

JPMorgan Chase & Co. in Dallas is seeking exceptionally talented individuals for the U.S. Private Bank Analyst Program. You will join an integrated team to win new clients and serve existing ones while preparing for potential advancement to Associate after two years.

The two-year program provides exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning through hands-on client work and cross-functional collaboration.

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
• Work directly with clients as you continue to progress in your role

Skills

Sales

Client relationships

Communication

Presentation

Financial markets

Macro trends

Education

Bachelor's degree

GPA 3.2

Job description

JPMorgan Chase & Co. in Dallas is seeking exceptionally talented individuals for the U.S. Private Bank Analyst Program. You will join an integrated team to win new clients and serve existing ones while preparing for potential advancement to Associate after two years.

The two-year program provides exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning through hands-on client work and cross-functional collaboration.