U.S. Private Bank - Program Analyst Banker

Testing Site - JPMC; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Testing Site - JPMC in Houston is seeking a Program Banker Analyst in the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing ones, progressing toward an Associate role based on performance.

The two-year Analyst Program exposes you to credit, investments, wealth advisory, and estate planning, with opportunities to develop a foundation in financial strategies and client relationship management.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2.
• Up to 2 years of work experience after undergrad.
• Aptitude for sales and client relationships.

Responsibilities

• Develop customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Analyze balance sheets with team to tailor recommendations.
• Learn proprietary models to provide tailored solutions.
• Research client inquiries and support prospecting efforts.
• Progress to higher responsibility by interacting with senior management and clients.

Skills

Sales aptitude

Client relations

Communication

Presentation skills

Financial markets

Education

Bachelor's degree with 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
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree with a minimum overall GPA of 3.2
• Up to 2 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