Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

U.S. Private Bank - AWM Program Analyst

Chase

Program Banker Analyst

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
About Us

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the U.S. Private Bank - AWM Program Analyst in Irvine, CA vacancy
  •  ...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... 
    Private
    Work experience placement

    JPMorgan Chase & Co.

    Irvine, CA
    5 days ago
  • $100k - $110k

     ...and today we are a leader in investment banking, consumer and small business banking, commercial...  .... We also offer a range of benefits and programs to meet employee needs, based on...  ...industry-leading investment management and private banking solutions. Asset Management... 
    Private
    Work experience placement
    Shift work

    Chase

    Irvine, CA
    1 day ago
  • $129k - $171k

     ...a mission to transform U.S. and allied military...  ...a CI and security risk program that requires significant...  ...& Security Risk Analyst Lead is responsible for...  ...assessments in government and private industry.Previous...  ...financial details (such as banking information, credit card... 
    Private
    Full time
    Contract work
    For contractors
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    7 days ago
  •  ...Summer Analyst ProgramOur Summer Analyst Program is a nine to ten week summer internship for...  ...opportunitiesAsset & Wealth Management (AWM) offers students an...  ...Management includes Private Wealth Management, Goldman...  ...Wealth Solutions, and Private Banking, Lending & Deposits.... 
    Private
    Apprenticeship
    Summer work
    Summer internship

    Goldman Sachs

    Newport Coast, CA
    5 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who...  ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset...  ..., including pretrial diversions or program entries. About Us JPMorganChase,... 
    Private
    Temporary work
    Work experience placement
    Local area

    Chase

    Irvine, CA
    4 days ago
  •  ...Summer Analyst Program Our Summer Analyst Program is a nine to ten week...  ...Asset & Wealth Management (AWM) offers students an unparalleled...  ...Wealth Management includes Private Wealth Management, Goldman Sachs...  ...Solutions, and Private Banking, Lending & Deposits. Across Wealth... 
    Private
    Apprenticeship
    Summer work
    Summer internship

    The Goldman Sachs Group, Inc.

    Newport Coast, CA
    5 days ago
  • $129k - $171k

     ...a mission to transform U.S. and allied military...  ...socialize and implement a CI program which requires...  ...mitigate threats. The CI Analyst Lead is responsible for...  ...threats for government and private industry.Formal...  ...financial details (such as banking information, credit card... 
    Private
    Full time
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    4 days ago
  •  ...infrastructure, environmental planning and permitting, and program management. BC serves both municipal and private sector clients throughout the US.BC is seeking a...  ...and program delivery in major cities throughout the U.S.As a Program Management Director, you will oversee... 
    Private
    Full time
    Temporary work
    Work experience placement

    Brown and Caldwell

    Irvine, CA
    6 days ago
  • $75.91k - $89.3k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions...  ...in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S.... 
    Work experience placement
    Work at office
    Local area
    3 days per week

    US Bank

    Irvine, CA
    6 days ago
  • $112.16k - $162.66k

    The Business Systems Analyst III - Product Development & Production...  ...Working knowledge of SQL and basic programming concepts.Ability to analyze...  ...environment.#LI-RC1The annual U.S. base salary range for this...  ...pioneering human spaceflight for private individuals and researchers... 
    Private
    Permanent employment
    Full time
    Work at office

    Virgin Galactic

    Tustin, CA
    3 days ago
  • $92.82k - $109.2k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions...  ...in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S.... 
    Full time
    Work at office
    Local area
    3 days per week

    US Bank

    Irvine, CA
    6 days ago
  • $75.91k - $89.3k

     ...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions...  ...in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S.... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    3 days per week

    U.S. Bank

    Irvine, CA
    4 days ago
  • $32.74 - $36.63 per hour

     ...the nation’s top 10 public universities by U.S. News & World Report. The campus has...  ...than 36,000 students and offers 224 degree programs. It’s located in one of the world’s...  ...Center for Science and Society, the Program Analyst provides comprehensive operational, logistical... 
    Hourly pay
    Work at office
    Local area
    Remote work

    University-of-California,-Irvin

    Irvine, CA
    3 days ago
  • $85k - $92.5k

    Axos Bank Target Range $85,000.00/Yr. - $92,500.00 /Yr. Actual...  ...support. The Senior Business Analyst serves as a liaison between business...  ...Plan with Employer Match Program and 529 Savings Plan Employee...  ...Notices Axos participates in the U.S. Department of Homeland... 
    Work at office
    Local area

    Axos Bank

    Irvine, CA
    4 days ago
  • $250k

     ...StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, MarketCompany:...  ...strategies for the area. Citi Private Bank’s objective is to further enhance its...  ..., and disability insurance; and wellness programs. Citi also offers paid time off packages,... 
    Private
    Full time
    Local area

    Citigroup

    Costa Mesa, CA
    4 days ago
  • $70k - $80k

     ...more exclusive features. The Sustainability Analyst turns Lincoln’s sustainability strategy...  ...and align stakeholders on sustainability program metrics and Capture findings in...  ...Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering... 
    Private
    Full time
    Work at office

    Lincoln Property Company

    Irvine, CA
    4 days ago
  • $105k - $119k

     ...Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits...  ...and businesses take them throughout the U.S. and abroad. The Baldwin Group has award...  ...and risk management.The Sr. Underwriting Analyst supports Baldwin's Employee Benefits... 
    Private
    Full time
    Contract work
    Work at office
    Remote work

    The Baldwin Group

    Irvine, CA
    5 days ago
  • $150k - $230k

    IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the...  ...like real estate, entertainment and media, private equity and venture capital, and high-tech help... 
    Private
    Full time

    East West Bank

    Irvine, CA
    5 days ago
  • $250k

    ## Managing Director, Private Banker, Orange CountyApplylocations: Costa Mesa California United...  ...the fundamental interests of the Private Bank.* Help team members acquire the...  ..., and disability insurance; and wellness programs. Citi also offers paid time off packages,... 
    Private
    Full time

    Citibank (Switzerland) AG

    Costa Mesa, CA
    3 days ago
  • $74.9k - $147.6k

     ...business challenges into measurable results. As an Analyst, you will work with corporate and private equity clients on cost reduction, margin improvement...  ...-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to... 
    Private
    Local area

    Deloitte

    Costa Mesa, CA
    3 days ago
  •  ...movement. Apply today.WHAT YOU WILL DOThe FinOps Analyst is responsible for establishing and operating a...  ...data center exit and cloud migration programs.· Experience in financial services, automotive finance, banking, or regulated industries preferred.· Bachelor’s... 
    Full time
    Contract work
    Local area
    Immediate start
    Remote work
    Flexible hours
    1 day per week

    Hyundai Capital America

    Irvine, CA
    5 days ago
  • $171.6k - $338.3k

     ...services to corporate strategic buyers and private equity investors And succeeding in today’...  ...purchase agreements, merger agreements, bank finance agreements, and public debt...  ...participate in a discretionary annual incentive program, subject to the rules governing the... 
    Private
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    5 days ago
  • $124.13k - $151.71k

    Job Description:Analyst, Global Product Management Collaborate with Innovative 3Mers Around...  ...an opportunity to transition from other private, public, government or military...  ...Supporting Your Well-being 3M offers many programs to help you live your best life - both physically... 
    Private
    Full time
    H1b
    Relocation
    Flexible hours

    3M

    Irvine, CA
    5 days ago
  • $100k - $167.5k

     ...for State Street is seeking a highly motivated Senior Business Analyst to join our technology organization. We are looking for a professional...  ...to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    State Street Bank

    Irvine, CA
    5 days ago
  • $132.5k - $205k

     ...Private Banker Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Private Banker...  ...and participate in the Bank's Community Reinvestment Act program. Perform other duties as assigned. Education/Experience... 
    Private
    Full time
    Flexible hours

    Sunflower Bank

    Irvine, CA
    2 days ago
  • $92.6k - $123.6k

    Travel Product Analytics Strategist You're more than an analyst—you're a data strategist who connects insights to action. You thrive on...  ..., you will be eligible to participate in our incentive program based upon the achievement of organization, team, and personal... 
    Full time
    Local area

    AAA Auto Club Enterprises

    Costa Mesa, CA
    5 days ago
  • $253k - $336k

     ...technology company with a mission to transform U.S. and allied military capabilities with...  ...deploys capital, including which programs and R&D initiatives to pursue and how much...  ...equity financing processes.Investment banking, private equity, or corporate development experience... 
    Private
    Full time
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    6 days ago
  • $120k - $195k

     ...seeking an experienced Business Systems Analyst with financial services background to design...  ..., with an Asset Management or Investment Banking organization, is strongly preferred.Hands...  ...in State Street’s comprehensive benefits program, which includes: our retirement savings... 
    Full time
    Temporary work
    Flexible hours
    Night shift
    Weekend work

    State Street Bank

    Irvine, CA
    7 days ago
  •  ...technology company with a mission to transform U.S. and allied military capabilities with...  ....Partner cross-functionally with Program Engineering, Supply Chain, Accounting, and...  ...finance, corporate finance, investment banking, private equity, consulting, or another highly... 
    Private
    Full time
    Contract work
    Work experience placement
    Work at office
    Immediate start
    Relocation package

    Anduril Industries

    Costa Mesa, CA
    4 days ago
  • $98k - $130k

     ...team is seeking a world-class S&OP Planning Analyst (internally known at Anduril as Demand &...  ...accuracy. Ability to obtain and maintain a U.S. TS clearance US Salary Range $98,000...  ...offer an annual contribution toward your private health insurance for you and your dependents... 
    Private
    Full time
    Work experience placement
    Local area
    Relocation
    Relocation package
    Flexible hours

    Anduril

    Costa Mesa, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to U.S. Private Bank - AWM Program Analyst. Be the first to apply!