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Program Banker Analyst
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Job Description
U.S. Private Bank – AWM Program Analyst | JPMorganChase
The Tone:
This is a full-time, early career role within J.P. Morgan’s U.S. Private Bank. JPMorganChase, one of the oldest financial institutions, delivers innovative financial solutions to millions of consumers, small businesses, and prominent corporate and institutional clients. This role is crucial as it involves working on an integrated team to attract new clients and serve existing ones, contributing to the firm’s growth and client satisfaction. As an Analyst, you will gain exposure to multiple business areas and have the opportunity for career progression.
The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, U.S.
• Team: Integrated team with bankers, global investment specialists, capital advisors, and trust and estate experts.
• Mission: Bring in new clients and serve existing clients by devising customized financial strategies and recommendations within the U.S. Private Bank.
What You’ll Actually Do
• Develop customized financial strategies for existing and prospective clients.
• Prepare pitch books and materials for client meetings.
• Collaborate with integrated teams to analyze client finances and formulate recommendations considering risk/return objectives.
• Master proprietary models to provide tailored financial solutions.
• Conduct research and analysis to support product development and prospecting efforts.
The Must-Haves
• Background: Bachelor’s degree with a minimum overall GPA of 3.2. This is an early-career role for individuals with no more than two years of work experience since completing their undergraduate program.
• Experience: Demonstrated aptitude for sales and client relationship management.
• Skills: Strong communication skills, presentation poise, and the ability to leverage quantitative and qualitative resources for financial analysis.
• Bonus: Superior multi-tasking and organizational skills, along with a genuine interest in financial markets and macro-level economic trends.
