IPB- Banker Analyst- Latam South

Chase- Candidate Experience page
Miami, US
On-siteCareer-pivot friendly

Why this role

Pace
Fast Paced
Collaboration
High
Autonomy
Medium
Decision Impact
Team
Role Level
Individual Contributor
Career Pivot Friendly
Welcomes transferable skills

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • helping devise customized financial strategies for clients
  • preparing pitch books and meeting materials
Typical background
Bachelor’s degree with a minimum overall GPA of 3.2

Transferable backgrounds

  • Coming from financial services
  • Coming from client management

Skills & requirements

Required

Financial StrategiesClient Relationship ManagementSalesMulti-taskingOrganizational Skills

Preferred

Multi-asset Class InvestmentsWealth AdvisoryEstate Planning

Stack & domain

Financial StrategiesPitch BooksBalance SheetsProprietary ModelsResearch And AnalysisProduct DevelopmentProspecting EffortsClient InquiriesFollow Up CommunicationMulti-taskingOrganizational SkillsCommunicationPoise Giving PresentationsFinancial MarketsMacro-level Economic TrendsQuantitative And Qualitative ResourcesBankingPrivate BankCredit And LendingMulti-asset Class InvestmentsWealth AdvisoryEstate Planning

About the role

Original posting from Chase- Candidate Experience page

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 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 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
  • 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

  • Bachelor’s 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
  • 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

Source: Chase- Candidate Experience page careers

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