U.S. Private Bank - Program Analyst - GIO jobs in United States
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Chase · 17 hours ago

U.S. Private Bank - Program Analyst - GIO

position270 Park Ave, New York, NY, 10017, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$100K/yr - $110K/yr
date0+ years exp

Chase is a leading financial institution offering innovative financial solutions. They are seeking a Program Analyst for their U.S. Private Bank to collaborate with a team to provide customized financial strategies and serve existing clients, with opportunities for career advancement.

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 managementFinancial analysisSales aptitudeMulti-taskingInterest in financial marketsQuantitative analysisQualitative analysisCommunicationOrganizational skillsPresentation skills

Required

Bachelor's degree with a minimum overall GPA of 3.2
At least 0-2 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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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