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 understand client investment objectives
• Utilize proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis to assist with product development and prospecting efforts
• Research client inquiries and manage follow-up communication and materials
• Work directly with clients as you progress in the role

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 understand complex financial situations

About the Company

J.P. Morgan is a leading global financial services firm providing innovative solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients. Our Asset & Wealth Management division delivers industry-leading investment management and private banking solutions to help individuals, families, and foundations realize their financial goals.