U.S. Private Bank Program Analyst Banker

JPMorgan Chase - New York, NY

Full-time - Entry Level

New York, NY

Credit Intermediation and Related Activities

About the position

The U.S. Private Bank - Program Analyst Banker position at J.P. Morgan is designed for talented individuals who are eager to provide exceptional client experiences. This role involves working collaboratively within an integrated team to develop customized financial strategies for clients, while also preparing materials and conducting research to support the team's efforts. The position offers a pathway to advancement within the firm, with the potential to transition to an Associate role after the two-year Analyst Program.

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 clients' investment objectives
• Produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in proprietary models to provide tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow-up communication and materials
• Interact frequently with senior management and work directly with clients as responsibilities increase

Requirements

• 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

Nice-to-haves

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise in 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