AWM Program Analyst, LATAM South
JPMorganChase
About the Role
As a Program Banker Analyst in the International 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 to serve existing clients. The two-year Analyst Program provides 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 continue onto the next phase at the firm as an Associate at the end of the program.
Key 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 client 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
- Interact frequently with senior management and work directly with clients
Requirements & Tech Stack
- English and Spanish fluency
- Bachelor's degree with a minimum overall GPA of 3.2
- Demonstrated aptitude for sales and client relationship management
- Collaborative, confident, and motivated
- Entrepreneurial mindset
About J.P. Morgan Asset & Wealth Management
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.