U.S. Private Bank - AWM Program Analyst

Location: Miami, FL, United States

Job Family: Analysts

About the Role

J.P. Morgan Private Bank is a global leader in wealth management, serving ultra-high-net-worth individuals and families with tailored investment solutions, lending, and advisory services. As part of the Asset & Wealth Management (AWM) division, the U.S. Private Bank - AWM Program Analyst role offers a dynamic entry point into this prestigious field. Based in Miami, FL, this position is ideal for recent graduates eager to launch their careers in financial services. Through our Banker Analyst Program, you'll join a cohort of high-potential talent, receiving mentorship from seasoned Private Bankers while rotating through key areas like portfolio management, client advisory, and risk assessment. This program is designed to build foundational expertise in the private banking landscape, where you'll contribute to delivering exceptional value to clients navigating complex financial needs in a vibrant, international hub like Miami. In this role, you'll dive into real-world responsibilities that blend analytical rigor with client-focused strategy. Expect to support the creation of sophisticated investment portfolios, leveraging J.P. Morgan's proprietary tools and market insights to optimize returns while managing risks. You'll collaborate with teams across the Private Bank to analyze economic indicators, prepare compelling client reports, and assist in business development initiatives targeting Latin American and U.S. high-net-worth clients. The program emphasizes hands-on learning, including exposure to deal structuring, credit analysis, and compliance protocols unique to J.P. Morgan's integrated platform, which combines the strengths of investment banking and asset management. What sets this opportunity apart is J.P. Morgan's commitment to your professional growth within a supportive, inclusive culture. As an Analyst, you'll benefit from structured training, performance feedback, and networking with senior leaders, positioning you for future roles in private banking or broader AWM. Miami's strategic location enhances your experience, offering proximity to diverse markets and cultural immersion. If you're analytical, client-oriented, and passionate about finance, join us to shape the future of wealth management at one of the world's most admired financial institutions.

Key Responsibilities

• Support Private Bankers in client portfolio analysis and investment strategy development
• Conduct market research and prepare reports on economic trends impacting high-net-worth clients
• Assist in the preparation of client presentations and pitch books using advanced Excel models
• Collaborate with cross-functional teams to ensure compliance with regulatory standards in wealth management
• Monitor portfolio performance and generate performance attribution reports
• Participate in client meetings to gain exposure to relationship management in the Private Bank
• Contribute to the development of customized financial plans for ultra-high-net-worth individuals
• Analyze credit and risk profiles for lending opportunities within the Asset & Wealth Management division
• Support ad-hoc projects related to business development and operational improvements
• Engage in rotational experiences across Private Banking teams to build comprehensive industry knowledge

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Strong academic record with a minimum GPA of 3.2
• Demonstrated interest in wealth management and financial services through internships or coursework
• Excellent analytical and problem-solving abilities
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Authorization to work in the U.S. without sponsorship
• Ability to relocate to Miami, FL

Preferred Qualifications

• Prior internship experience in investment banking, private banking, or asset management
• Knowledge of financial markets, investment products, and regulatory environment
• Experience with financial modeling or data analysis tools
• Fluency in Spanish, given the Miami location and diverse client base
• Involvement in finance-related extracurricular activities or certifications (e.g., CFA Level 1 candidate)

Required Skills

• Financial analysis and modeling
• Data interpretation and quantitative reasoning
• Proficiency in Excel for financial reporting
• Knowledge of investment products (equities, fixed income, alternatives)
• Understanding of wealth management principles
• Strong written and verbal communication
• Attention to detail and accuracy
• Team collaboration and interpersonal skills
• Time management and ability to handle multiple priorities
• Analytical thinking and problem-solving
• Client service orientation
• Adaptability in a fast-paced financial environment
• Basic regulatory compliance awareness (e.g., SEC, FINRA)
• Research skills using financial databases
• Presentation development and delivery

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and leadership training
• Employee stock purchase plan and access to financial wellness programs
• On-site fitness centers and wellness initiatives at JP Morgan Chase locations
• Global mobility support and networking events within the J.P. Morgan network

JP Morgan Chase is an equal opportunity employer.