U.S. Private Bank - AWM Program Analyst jobs in United States
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JPMorganChase · 2 months ago

U.S. Private Bank - AWM Program Analyst

JPMorganChase is actively looking for talented individuals to join their U.S. Private Bank as Program Analyst. The role involves working collaboratively with a team to devise customized financial strategies for clients and provides exposure to various areas within the Private Bank.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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 a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
Become an expert in a range of proprietary models to provide recommendations on tailored solutions
Conduct research and analysis; assist with product development and prospecting efforts
Research client inquiries and manage follow up communication and materials
As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

Qualification

Client relationship managementFinancial analysisSales aptitudeOrganizational skillsCommunication skillsInterest in financial marketsQuantitative analysisQualitative analysisPresentation skills

Required

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

Preferred

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

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase