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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Latin America Private Bank - AWM Program Analyst - Brazil

at J.P. Morgan

GraduateNo visa sponsorship

Posted 17 days ago

No clicks

J.P. Morgan's Latin America Private Bank Analyst will work on an integrated team to serve and bring in clients, collaborating with bankers, investment specialists, capital advisors, and trust and estate experts. The two-year Analyst Program provides exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with top performers eligible to advance to Associate. Responsibilities include preparing pitch books, analyzing client balance sheets, building customized financial strategies, and using proprietary models to recommend tailored solutions.

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. Morgan’s Latin America Private Bank. 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 Analyst 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

Required Qualifications, Capabilities, and Skills

  • Portuguese fluency oral and written required
  • 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
Join a cohort of talented individuals growing their career in the Latin America Private Bank through our Banker Analyst Program.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

17 days ago

clicks

Latin America Private Bank - AWM Program Analyst - Brazil

at J.P. Morgan

GraduateNo visa sponsorship

Not specified

Currency not set

City: Miami

Country: United States

J.P. Morgan's Latin America Private Bank Analyst will work on an integrated team to serve and bring in clients, collaborating with bankers, investment specialists, capital advisors, and trust and estate experts. The two-year Analyst Program provides exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with top performers eligible to advance to Associate. Responsibilities include preparing pitch books, analyzing client balance sheets, building customized financial strategies, and using proprietary models to recommend tailored solutions.

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. Morgan’s Latin America Private Bank. 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 Analyst 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

Required Qualifications, Capabilities, and Skills

  • Portuguese fluency oral and written required
  • 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
Join a cohort of talented individuals growing their career in the Latin America Private Bank through our Banker Analyst Program.