AWM Program Analyst

About the Role

The U.S. Private Bank - AWM Program Analyst role at J.P. Morgan is designed for collaborative, confident, and motivated individuals seeking to provide a first-class client experience. This program offers exposure to multiple business areas within the Private Bank, including credit and lending, multi-asset class investments, wealth advisory, and estate planning. The two-year program provides an opportunity to advance to an Associate position at the end of the program, based on business needs and performance.

Key Responsibilities

• 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 client investment objectives, producing 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.
• 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.
• 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.