Program Analyst

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 client investment objectives
• Utilize proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis to assist with product development and prospecting efforts
• Manage client inquiries and follow-up communications
• Interact with senior management and work directly with clients as responsibilities increase

Requirements

• 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 when giving presentations
• Genuine interest in financial markets and macro-level economic trends
• Ability to leverage both quantitative and qualitative resources to solve complex financial situations

Benefits

• Competitive total rewards package including base salary
• Discretionary incentive compensation based on individual achievement
• Comprehensive health care coverage
• Retirement savings plan
• Tuition reimbursement and mental health support
• Financial coaching and backup childcare options

About the Company

J.P. Morgan is a global leader in investment banking, asset management, and private banking. Our U.S. Private Bank provides customized financial strategies and wealth advisory services to high-net-worth clients through an integrated team of specialists.