Opportunity as a U.S. Private Bank Program Analyst at J.P. Morgan
J.P. Morgan, a leading global financial services firm with a history dating back over 200 years, is actively seeking talented individuals to join its U.S. Private Bank as a Program Analyst in the Fund Banking Group. The firm offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients.
If you are a confident, motivated individual with an entrepreneurial mindset who thrives in a collaborative setting, this opportunity is perfect for you. In this role, you will be working alongside a team of talented colleagues from various markets, businesses, and functions. This exposure provides an excellent opportunity for professional development and career advancement.
A Glimpse into the Role
As a Program Banker Analyst, you will work with a team of bankers, global investment specialists, capital advisors, and trust and estate experts. Your role will be integral in acquiring new clients and serving existing ones. This is an opportunity to learn and grow with the firm, with the potential to progress to an Associate role based on performance and business needs.
The two-year Analyst Program offers exposure to various business areas within the Private Bank, including credit and lending, multi-asset class investments, wealth advisory, and estate planning.
Responsibilities of a U.S. Private Bank Program Analyst
The role involves devising customized financial strategies for clients, preparing pitch books and meeting materials, and collaborating with team members to analyze balance sheets and understand clients’ investment objectives. You will also conduct research and analysis, assist with product development and prospecting efforts, and manage follow-up communication and materials. As you grow in your role, you will interact frequently with senior management and work directly with clients.
Qualifications, Capabilities, and Skills
Required qualifications include a Bachelor’s degree with a minimum overall GPA of 3.2 and no more than two years of work experience following completion of an undergraduate program. The role also requires a demonstrated aptitude for sales and client relationship management.
Preferred skills include superior multi-tasking and organizational skills, excellent communication skills, a genuine interest in financial markets and macro-level economic trends, and the ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions.
A Commitment to Diversity and Inclusion
J.P. Morgan values diversity and inclusion and is an equal opportunity employer. The firm recognizes that its strength lies in the diverse talents its workforce brings and does not discriminate based on any protected attribute. Accommodations are also made for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
J.P. Morgan Asset & Wealth Management
J.P. Morgan’s Asset & Wealth Management division offers industry-leading investment management and private banking solutions. It helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals. This division provides strategies and expertise that span the full spectrum of asset classes through its global network of investment professionals.
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