Program Analyst

About the Role

• Program Analyst within J.P. Morgan's U.S. Private Bank.
• Work on an integrated team with bankers, global investment specialists, capital advisors, and trust and estate experts.
• Focus on bringing in new clients and serving existing clients.
• Opportunity to continue onto an Associate role at the end of the two-year program, based on business needs and performance.
• Gain exposure to credit and lending, multi-asset class investments, wealth advisory, and estate planning.

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 with 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 frequently 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.