Solutions Analyst Trainee – Wealth Management Solutions

Job Description

Global Private Bank Investment Solutions Program (Full-Time Analyst) | JPMorganChase

The Tone:
This is a full-time analyst program at JPMorganChase, located in New York, NY. JPMorganChase is a global financial services firm dedicated to fostering client relationships and delivering innovative financial solutions. This role is pivotal in developing customized wealth management solutions, working within the Global Private Bank to help clients achieve their financial goals and preserve their wealth over time. The program is designed to build expertise and offer a clear career path within the firm.

The TL;DR
• Role: Full-Time Analyst Program
• Type: Full-time
• Location: In-person, New York, NY

• Team: Global Private Bank Investment Solutions team, working alongside bankers, investment specialists, wealth advisors, and lending specialists.
• Mission: Structure creative and opportunistic investment ideas to meet clients’ portfolio objectives across all asset classes and deliver comprehensive wealth management solutions.
• Tech Stack: Proprietary models

What You’ll Actually Do
• Program Immersion: Join incoming analysts from around the world to gain a deep understanding of the firm and its business operations through an immersive global training program.
• Skill Development: Build essential technical and professional skills through ongoing formal and informal training opportunities provided throughout the program.
• Network Expansion: Engage with senior executives and cultivate a global network across the firm to explore future career opportunities.
• Investment Analysis: Conduct thorough research and analysis, utilizing proprietary models to support the development of investment ideas.
• Product & Portfolio Support: Assist with the development of new products and the construction of client portfolios across various asset classes.

The Must-Haves
• Background: Pursuing a Bachelor’s or Master’s degree from a U.S. college/university, expected to graduate between December 2026 and June 2027.
• Experience: Must be authorized to work in the U.S.; no employment-based immigration sponsorship or assistance for OPT/CPT is provided for this program.
• Skills: Exceptional interpersonal, communication, analytical, and problem-solving skills; excellent organizational abilities with a capacity for multitasking; genuine interest in financial markets and macro-level economic trends; highly inquisitive, focused, and proactive; good judgment and discretion when handling confidential information.