U.S. Private Bank – AWM Program Analyst

Testing Site - JPMC; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking an Analyst for its two-year Program Banker role in Dallas. You will join a team of bankers, investment specialists, and trust experts to bring in new clients and serve existing ones. The program emphasizes exposure to credit, multi-asset investments, wealth advisory, and estate planning.

As a top-performing Analyst, you may advance to Associate after the program. Promotions are based on performance and business needs.

Qualifications

• Bachelor's degree with GPA of 3.2 or higher.
• Demonstrated aptitude for sales and building client relationships.
• Strong communication and presentation skills.

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.
• Work directly with clients as you progress in your role.

Skills

Sales aptitude

Client relationship management

Communication skills

Education

Bachelor's degree GPA 3.2+

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

Job 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

Required Qualifications, Capabilities, and Skills

• 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

Preferred Qualifications, Capabilities, and Skills

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Genuine interest in financial markets and macro-level economic trends
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions