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Chase · 2 weeks ago

U.S. Private Bank - AWM Program Analyst

405 Colorado St, Austin, TX, 78701, US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Chase is actively looking for talented individuals to join their U.S. Private Bank as a Program Banker Analyst. In this role, you will work with a team to provide customized financial strategies and support to clients, while gaining exposure to various business areas within the Private Bank.

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

Work directly with clients as you continue to progress in your role

Qualification

Client relationship managementSales aptitudeFinancial markets knowledgeQuantitative analysisMulti-taskingOrganizational skillsCommunication skillsPresentation skills