U.S. Private Bank - Program Analyst Banker

JPMorgan Chase • Cleveland, OH • 2h ago

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.

As a Program Banker 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 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. 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

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

Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

Bank Teller

Community Star Credit Union • Elyria, OH • 2h ago

Finance, Accounting & Banking

Job Purpose: Serves customers by completing account transactions. Duties: Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and m...

2h ago

Go to Apply

Key Private Bank Associate Relationship Manager

KeyBank • Pepper Pike, OH • 2h ago

Finance, Accounting & Banking

Location: 30100 Chagrin Blvd - Pepper Pike, Ohio 44124 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solu...

2h ago

Go to Apply

Key Private Bank Senior Portfolio Strategist

KeyBank NA • Pepper Pike, OH • 2h ago

Finance, Accounting & Banking

Location: 30100 Chagrin Blvd - Pepper Pike, Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on...

2h ago

Go to Apply

Late Stage Collections Specialist

KeyBank NA • Cleveland, OH • 9h ago

Finance, Accounting & Banking

Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 Training Schedule & Location: Two weeks of training. 100% on-site Monday - Friday 8:30am - 5:30pm ET Schedule & Shift after Training: Required in-office 2 days...

9h ago

Go to Apply

Tax Intern, International Tax - JD/LLM | Multiple Locations Summer 2026

KPMG LLP • Cleveland, OH • 9h ago

Finance, Accounting & Banking

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists &a...

9h ago

Go to Apply

Finance Analyst- Global Accounting COE

Sherwin-Williams • Cleveland, OH • 11h ago

Finance, Accounting & Banking

ANTICIPATED START DATE FOR THIS POSITION IS JUNE 2026 The primary responsibility of the Global Accounting CoE is to serve as the global accounting subject matter experts. Members of the CoE obtain an understanding of cur...

11h ago

Go to Apply

Infor M3 Finance Functional Analyst

ERICO International Corproration • Solon, OH • 11h ago

Finance, Accounting & Banking

ERICO International Corporation has an opening for an Infor M3 Finance Functional Analyst out of Solon, Ohio. This position is 100% remote; may work from home. Job duties include the following: Deploy Infor's M3 Cloud Ed...

11h ago

Go to Apply

Federal Tax Senior- EDGE Global Compliance and Reporting- Fixed Asset Acct- East/ Southeast/ Midwest

EY • Cleveland, OH • 12h ago

Finance, Accounting & Banking

Location: Charlotte, Chicago, New York City, Raleigh, Richmond, Houston, Dallas, Atlanta, Cleveland, Akron At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhou...

12h ago

Go to Apply

Project Accountant

Aston Carter • Cleveland, OH • 15h ago

Finance, Accounting & Banking

Job Title: Project Accountant Job Description As a Project Accountant, you will be responsible for overseeing client invoicing, managing collections, and budgeting for various projects. You will also provide backup assis...

15h ago

Go to Apply

Mortgage Loan Sales

FIRST NATIONAL BANK OF PENNSYLVANIA • Cleveland, OH • 22h ago

Finance, Accounting & Banking

Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Position Title: Mortgage Banking Consultant Business Unit: Mortgage Administrati...

22h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.