Apply on Employer Site

Chase · 1 week ago

U.S. Private Bank - Program Analyst Banker

600 Travis St, Houston, TX, 77002, US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Chase is a leading financial institution offering innovative financial solutions. They are seeking a Program Analyst Banker to work within the U.S. Private Bank, focusing on providing customized financial strategies and collaborating with various teams to serve clients effectively.

BankingFinancial Services

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 skillsInterest in financial marketsQuantitative analysisQualitative analysisCommunication skillsPresentation skills