Private Banking Program Analyst — Path to Associate

JPMorganChase; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorganChase in the U.S. Private Bank is seeking an Analyst for its two-year Program Banker Analyst role. You will work with bankers, investment specialists, capital advisors, and trust and estate experts to win new clients and serve existing ones.

As a top-performing Analyst, you may advance to an Associate after the program. Promotions depend on performance and business needs. The program exposes you to credit and lending, multi-asset investments, wealth advisory and estate planning.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2
• No more than two years of work experience following 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 relations

Effective communication

Financial markets interest

Education

Bachelor’s degree

Tools

PowerPoint

Excel

Job description

JPMorganChase in the U.S. Private Bank is seeking an Analyst for its two-year Program Banker Analyst role. You will work with bankers, investment specialists, capital advisors, and trust and estate experts to win new clients and serve existing ones.

As a top-performing Analyst, you may advance to an Associate after the program. Promotions depend on performance and business needs. The program exposes you to credit and lending, multi-asset investments, wealth advisory and estate planning.