Private Bank Analyst - Banker Analyst - Washington, DC
Company Name:
JPMorgan Chase
## Job Description
Global Wealth
management
- Banking Analyst
About J.P. Morgan: J.P. Morgan is a global leader in financial
services
, working in collaboration across the globe to deliver the best solutions and advice to meet our clients' needs. We operate in 100 countries, and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world - and why we can offer you an outstanding career.
About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank's products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
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 Banking 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
## Qualifications
Qualifications: 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:
A minimum overall undergraduate GPA of 3.2
Up to 2 years of experience in wealth management
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
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran.
Job: Private Banking
Primary Location: US-DC-Washington-800
connecticut
Avenue / 00722
Organization: ASSET MANAGEMENT
Schedule: Full-time
Job Type: Standard
Shift: Day Job
Employee Status: Regular
Travel: No
Req ID: 140026280Estimated Salary: $20 to $28 per hour based on qualifications.
JPMorgan Chase
## Job Description
Global Wealth
management
- Banking Analyst
About J.P. Morgan: J.P. Morgan is a global leader in financial
services
, working in collaboration across the globe to deliver the best solutions and advice to meet our clients' needs. We operate in 100 countries, and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world - and why we can offer you an outstanding career.
About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank's products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
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 Banking 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
## Qualifications
Qualifications: 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:
A minimum overall undergraduate GPA of 3.2
Up to 2 years of experience in wealth management
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
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran.
Job: Private Banking
Primary Location: US-DC-Washington-800
connecticut
Avenue / 00722
Organization: ASSET MANAGEMENT
Schedule: Full-time
Job Type: Standard
Shift: Day Job
Employee Status: Regular
Travel: No
Req ID: 140026280Estimated Salary: $20 to $28 per hour based on qualifications.
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