LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
Forgot password?
Don't have an account?
or
Join Canary Wharfian
By signing up, you agree to our Terms & Conditions and Privacy Policy.
or

International Private Bank- AWM Program Analyst- LatAm South

GraduateNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 12 days ago

No clicks

**International Private Bank AWM Program Analyst (LatAm South) in Miami, FL:** Collaborate with cross-functional teams to devise customized financial strategies for clients. Key responsibilities include preparing pitch books, analyzing balance sheets, and managing client inquiries. Fluent in English and Spanish, with a 3.2 GPA and up to two years of work experience. doivent gain expertise in proprietary models and work directly with senior management.

Compensation
Not specified

Currency: Not specified

City
Miami
Country
United States

Full Job Description

Location: Miami, FL, United States

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 International 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 International 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 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
  • 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, and Skills

  • Bachelors degree with a minimum overall GPA of 3.2 
  • Fluent in English and Spanish 
  • 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 
Join a cohort of talented individuals growing their career in the Private Bank through our Banker Analyst Program.

International Private Bank- AWM Program Analyst- LatAm South

Compensation

Not specified

City: Miami

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

12 days ago

No clicks

at J.P. Morgan

GraduateNo visa sponsorship

**International Private Bank AWM Program Analyst (LatAm South) in Miami, FL:** Collaborate with cross-functional teams to devise customized financial strategies for clients. Key responsibilities include preparing pitch books, analyzing balance sheets, and managing client inquiries. Fluent in English and Spanish, with a 3.2 GPA and up to two years of work experience. doivent gain expertise in proprietary models and work directly with senior management.

Full Job Description

Location: Miami, FL, United States

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 International 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 International 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 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
  • 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, and Skills

  • Bachelors degree with a minimum overall GPA of 3.2 
  • Fluent in English and Spanish 
  • 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 
Join a cohort of talented individuals growing their career in the Private Bank through our Banker Analyst Program.