U.S. Private Bank - AWM Program Analyst

Location: Chicago, IL, United States

Job Family: Analysts

About the Role

At JPMorgan Chase, we are seeking a motivated U.S. Private Bank - AWM Program Analyst to join our cohort of talented professionals in Chicago, IL. This entry-level role within the Analyst category offers a unique opportunity to grow your career in the prestigious field of private banking and asset & wealth management (AWM). As part of our U.S. Private Bank team, you will contribute to delivering exceptional wealth management solutions to high-net-worth clients, leveraging JPMorgan Chase's global resources and innovative platforms. This position is ideal for recent graduates or early-career individuals passionate about finance, eager to support strategic programs that drive client satisfaction and business growth in a collaborative, high-impact environment. In this role, you will work closely with experienced wealth advisors, portfolio managers, and cross-functional teams to analyze client needs, optimize investment strategies, and implement operational enhancements. Key responsibilities include conducting market research, preparing performance reports, and assisting in the rollout of new AWM initiatives, all while adhering to the highest standards of regulatory compliance and risk management. You will gain hands-on experience with JPMorgan Chase's cutting-edge tools, such as advanced analytics platforms and client relationship management systems, fostering your development into a well-rounded financial services expert. This cohort-based program emphasizes mentorship, skill-building workshops, and exposure to diverse aspects of private banking, positioning you for long-term success within one of the world's leading financial institutions. JPMorgan Chase values diversity, innovation, and integrity, and we are committed to creating an inclusive workplace where every team member can thrive. As a Program Analyst, you will play a vital role in advancing our mission to empower clients' financial futures through personalized, data-driven advice. If you are analytical, detail-oriented, and excited about the intersection of technology and wealth management, join us to launch your career in the dynamic world of U.S. Private Banking.

Key Responsibilities

• Support the development and execution of strategic initiatives within the U.S. Private Bank to enhance client services and operational efficiency
• Analyze market trends, client portfolios, and performance data to provide actionable insights for wealth advisors
• Collaborate with cross-functional teams to implement new programs, including digital tools and client onboarding processes
• Conduct research on investment opportunities and risk assessments tailored to high-net-worth individuals
• Prepare detailed reports and presentations for senior management on program outcomes and key metrics
• Assist in compliance monitoring and ensure adherence to JPMorgan Chase's risk management frameworks
• Facilitate training sessions for new analysts and contribute to cohort development programs
• Monitor and optimize portfolio management systems to support AWM's growth objectives
• Engage with clients and advisors to gather feedback and drive continuous improvement in private banking services
• Track program budgets, timelines, and deliverables to ensure alignment with business goals

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 1-2 years of experience in financial services, banking, or asset management
• Strong analytical skills with proficiency in data analysis and financial modeling
• Excellent communication and interpersonal skills for stakeholder engagement
• Ability to work in a fast-paced, collaborative team environment
• U.S. work authorization without need for sponsorship
• Commitment to ethical standards and regulatory compliance in the financial industry

Preferred Qualifications

• Prior internship or experience in private banking or wealth management at a major financial institution
• Knowledge of JPMorgan Chase's Asset & Wealth Management (AWM) products and services
• Familiarity with financial regulations such as SEC, FINRA, or Dodd-Frank
• Advanced proficiency in Microsoft Excel or financial software tools
• Series 7 or Series 65 license or willingness to obtain

Required Skills

• Financial analysis and modeling
• Data interpretation and visualization
• Proficiency in Microsoft Excel and PowerPoint
• Knowledge of investment products and portfolio management
• Regulatory compliance awareness
• Strong problem-solving abilities
• Effective written and verbal communication
• Team collaboration and project management
• Attention to detail and accuracy
• Adaptability in a dynamic financial environment
• Client-focused service orientation
• Basic understanding of risk assessment
• Time management and prioritization
• Analytical thinking
• Interpersonal relationship building

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and leadership training
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JPMorgan Chase locations
• Global mobility opportunities and career advancement support within the firm

JP Morgan Chase is an equal opportunity employer.