Job Details

Asset amp Wealth Management Program Analyst WM Private Bank Client Advisor Analyst Los Angeles CA - Military veterans preferred

Company name
JPMorgan Chase & Co,

Los Angeles, CA

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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\u2019s degree at an accredited school.\u00a0 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.\u00a0 Experienced professionals should apply to positions outside of this Program.\u00a0\u00a0\u00a0 \u00a0About J.P. Morgan: \u00a0J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, 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.\u00a0About 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\u2019s 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.\u00a0Program 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\u2019s performance.\u00a0Role and Responsibilities: As a Client Advisor 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\u2019 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. Client Advisor Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:\u00a0

No more than two years of work experience following completion of undergraduate program

Candidate must hold a Bachelor\u2019s 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

See Job Description

Company info

JPMorgan Chase & Co,
Website :

Company Profile
JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today:

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