U.S. Private Bank - Private Banker - Analyst

U.S. Private Bank - Private Banker - Analyst

23 Jun 2024
New York, New york city 00000 New york city USA

U.S. Private Bank - Private Banker - Analyst

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.The two-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. 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. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance.Job 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 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

Required Qualifications, Capabilities, Skills

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, Capabilities, Skills

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

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase is an Equal Opportunity Employer, including Disability/VeteransBase Pay/SalaryNew York,NY $100,000.00 - $110,000.00 / year

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  • About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.About the RoleThe Head of Private Credit Compliance will support and provide leadership to Wellington Management’s private investments compliance program, focusing on private credit. Wellington is expanding the asset classes, products, and geographical footprint of its private investments business. 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That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. 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