Program Analyst – Private Banking: Client Strategy & Growth

JPMorgan Chase & Co.; Jacksonville (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Jacksonville invites applications for a Program Banker Analyst in the U.S. Private Bank.

You will join an integrated team to bring in new clients and serve existing clients, with exposure to credit, multi-asset investments, wealth advisory and estate planning. As a top performing Analyst, you will develop customized financial strategies, prepare pitch books, analyze balance sheets, and collaborate with senior management while progressing toward an Associate role.

Qualifications

• Bachelor’s degree with minimum GPA of 3.2.
• 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 clients’ investment objectives to produce tailored recommendations
• 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

Interest in financial markets

Education

Bachelor’s degree with GPA 3.2

Job description

JPMorgan Chase & Co. in Jacksonville invites applications for a Program Banker Analyst in the U.S. Private Bank.

You will join an integrated team to bring in new clients and serve existing clients, with exposure to credit, multi-asset investments, wealth advisory and estate planning. As a top performing Analyst, you will develop customized financial strategies, prepare pitch books, analyze balance sheets, and collaborate with senior management while progressing toward an Associate role.