U.S. Private Bank - AWM Program Analyst

🏢 JP Morgan
📍 Irvine, United StatesFull-timeOn-site
📅 Posted: 1mo ago🔄 Updated: 1mo ago
CV%
✨ AI Summary
The U.S. Private Bank - AWM Program Analyst role involves devising customized financial strategies for clients, preparing pitch books, and analyzing balance sheets to provide tailored recommendations. The role requires collaboration with integrated team members, becoming an expert in proprietary models, conducting research, and assisting with product development. Analysts will work directly with clients and manage follow-up communication. The position requires a Bachelor's degree with a minimum GPA of 3.2 and no more than two years of post-undergraduate work experience, along with a demonstrated aptitude for sales and client relationship management. Preferred qualifications include superior multi-tasking, organizational, and communication skills, with an interest in financial markets and economic trends.
Required Skills
Business, Sales & Management
Real Estate SalesClient Relationship Management
Nice to have:
Soft Skills & Professional Competencies
MultitaskingOrganizationCommunicationPresentation Skills
Finance, Legal & Governance
Financial Analysis
Other
economic trends analysis
🎁 Benefits & Perks
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.
Requirements
Bachelor's degree with a minimum overall GPA of 3.2 and no more than two years of work experience following completion of undergraduate program. Demonstrated aptitude for sales and client relationship management.
Description

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
  • Work directly with clients as you continue to progress in your role

 

Required Qualifications, Capabilities, and 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, and Skills

  • Superior multi-tasking and organizational skills 
  • Excellent communication skills and poise giving presentations
  • Genuine interest in financial markets and macro-level economic trends
✨ Premium Match Details
Deep-dive CV analysis, customized Cover Letters, and Interview prep!
📊 Match Analysis
Insights against your active CV
📊
Personalized Match Analysis
Upload your CV to see exact matching percentages, detailed skills mapping, and gap analysis for this role.
🎯 Overalli74%
⚡ Skillsi85%
View Breakdown
Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
View Breakdown
Local: 19600%
🏗️ Career Fiti91%
View Breakdown
Seniority: 91.0
📋 Requirementsi67%
View Breakdown
Domain: 67.0
🔥 Motivationi78%
View Breakdown
Title Fit: 78.00