U.S. Private Bank AWM Program Analyst

Description

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. Morgans 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.

As a Program Lending Analyst in the U.S. Private Bank you will work on an integrated team with our bankers global investment specialists capital advisors and trust and estate experts to bring in new clients and to serve existing this role you will work with the Midwest Lending Team to structure and deliver strategic borrowing advice to 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 Analysts performance. 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.

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Advise negotiate and execute loan structures to optimize clients holistic financial position
• Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies and regulations
• Analyze the book of existing clients to identify new potential opportunities
• Maintain an ongoing dialogue with existing borrowing clients
• Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines liaise closely with Credit Risk to ensure the best outcome for the client in terms of the underwriting of the client.
• 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 and Skills

• Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 120 days of start date
• Bachelors 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
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

Required Experience:

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