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IPB - AWM Program Analyst - LATAM Mexico

GraduateNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 6 days ago

No clicks

This employer did not include a short summary.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States, Mexico

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, specifically for our LATAM Mexico region.  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 an AWM Program 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 3.2/4.0

  • Proficient in both Spanish and English

  • 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

Join a cohort of talented individuals growing their career in the Private Bank through our Banker Analyst Program.

IPB - AWM Program Analyst - LATAM Mexico

Compensation

Not specified

City: Not specified

Country: United States, Mexico

J.P. Morgan logo
Bulge Bracket Investment Banks

6 days ago

No clicks

at J.P. Morgan

GraduateNo visa sponsorship

This employer did not include a short summary.

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, specifically for our LATAM Mexico region.  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 an AWM Program 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 3.2/4.0

  • Proficient in both Spanish and English

  • 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

Join a cohort of talented individuals growing their career in the Private Bank through our Banker Analyst Program.