Wealth Management - Private Bank - Asset & Wealth Management Program Analyst

Naples, FL
United States

Category
Experience Required
Yes
Employment Type
Full-Time
Work Schedule
Full-Time

Job Description

This entry-level position (geared to individuals with little or no fulltime work experience) is part of The Asset Management Analyst Program and is applicable to individuals who have recently earned a Bachelor’s degree at an accredited school. Though most hires into the Program are recruited through our formal campus recruitment efforts, we sometimes conduct supplemental recruitment of candidates with a similar level of experience and academic achievement as our campus hires. Experienced professionals should apply to positions outside of this Program.


Please note that for this position, we will prioritize applicants who currently reside in Southwest Florida.

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

Program Overview:

The three-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. At the end of the program top performing Analysts will have the opportunity to continue onto the next phase at the firm as an Associate. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance.

Role and Responsibilities:

As a Banker Analyst on an integrated team you will work with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. We recommend investment, credit and wealth management solutions to our clients; protecting, managing and growing their wealth across generations. Specific responsibilities include:

  • 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

  • As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

We seek candidates with a unique blend of interpersonal and analytical skills. Private Banking Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions.

Specific qualifications include:
  • No more than two years of work experience following completion of undergraduate program

  • Candidate must hold a Bachelor’s degree with a minimum overall GPA of 3.2

  • Experience using Microsoft office programs including excel, power point and Adobe PDF

  • Superior multi-tasking and organizational skills

  • Excellent communication skills and poise giving presentations

  • Demonstrated aptitude for sales and client relationship management

  • Genuine interest in financial markets and macro-level economic trends

  • The ability to be a dynamic member of a team
  • Strong initiative, energy and confidence completing projects with limited supervision

  • Good judgment and discretion working with highly confidential information