AWM Program Analyst

About the Role

The U.S. Private Bank - AWM Program Analyst role is an opportunity within J.P. Morgan's U.S. Private Bank. You will work on an integrated team with bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and serve existing clients. This two-year Analyst Program offers exposure to multiple business areas within the Private Bank, including credit and lending, multi-asset class investments, wealth advisory, and estate planning. Top-performing Analysts have the opportunity to advance to the Associate level at the end of the program.

Key Responsibilities

• Devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Analyze balance sheets and understand client investment objectives to produce customized recommendations considering appropriate risk/return objectives.
• Become an expert in 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.
• Interact with senior management and work directly with clients.

Requirements & Tech Stack

• 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 Qualifications

• 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.