Solutions Analyst Trainee – Wealth Management

Job Description

2027 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 institution committed to building client relationships and delivering customized wealth management solutions. This role is crucial for developing innovative solutions, contributing to the business, and helping clients achieve their financial goals through comprehensive investment strategies and services.

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

• Team: Within Global Private Bank, working with a team of bankers, investment specialists, wealth advisors, and lending specialists.
• Mission: Structure creative and opportunistic investment ideas across all asset classes to meet client portfolio objectives and deliver customized wealth management solutions.
• Tech Stack: Proprietary models

What You’ll Actually Do
• Engage: Join incoming analysts from around the world for an immersive training program to learn about the firm and business operations.
• Develop: Build technical and professional skills through ongoing formal and informal training opportunities throughout the program.
• Network: Hear from senior executives and build global professional connections across the firm.
• Analyze: Conduct research and analysis using proprietary models, and assist with product development and portfolio construction.
• Structure: Work with investment professionals to develop and structure creative and opportunistic investment ideas across all asset classes.

The Must-Haves
• Background: Pursuing a Bachelor’s or Master’s degree from a U.S. college/university, with an expected graduation date of December 2026 through June 2027. This is an entry-level Analyst program requiring a genuine interest in financial markets and macro-level economic trends.
• Experience: Authorization to work in the U.S. is required; JPMorgan Chase does not offer employment-based immigration sponsorship or assistance with OPT/CPT for this program.
• Skills: Exceptional interpersonal communication, analytical, and problem-solving capabilities, strong organizational skills with an ability to multitask, highly inquisitive and proactive approach, and good judgment and discretion when handling confidential information.