U.S. Private Bank - Program Analyst Banker - Analyst

Location: Irvine, CA, United States

Job Family: Analysts

About the Role

At J.P. Morgan Private Bank, we are a global leader in wealth management, serving ultra-high-net-worth individuals and families with bespoke financial solutions. The U.S. Private Bank - Program Analyst Banker - Analyst role is an exciting entry point into our prestigious Banker Analyst Program, designed for ambitious professionals eager to build a career in private banking. Based in our Irvine, CA office, you will join a dynamic cohort of talented individuals, gaining hands-on experience in client advisory, portfolio management, and strategic program support. This position offers the opportunity to contribute to high-impact projects while developing expertise in the financial services industry, all within the supportive framework of J.P. Morgan Chase's renowned training and mentorship programs. As a Program Analyst Banker, you will play a pivotal role in supporting our private banking teams by analyzing complex financial data, preparing insightful reports, and assisting in the delivery of tailored investment strategies. Your responsibilities will include conducting market research, monitoring client portfolios for performance and risk, and collaborating on compliance-driven processes to ensure seamless client experiences. You will work closely with senior bankers and advisors, participating in client interactions and contributing to innovative solutions that align with J.P. Morgan's commitment to excellence in wealth preservation and growth. This role demands a keen eye for detail and a proactive approach, as you help drive operational efficiencies within our cohort-based program. J.P. Morgan Chase values diversity and inclusion, fostering an environment where your unique perspectives can thrive. In this analyst position, you will benefit from exposure to cutting-edge financial tools, global network opportunities, and a clear path for career advancement into senior banking roles. If you are passionate about finance and ready to make a meaningful impact in the lives of affluent clients, join our team in Irvine and embark on a rewarding journey with one of the world's most respected financial institutions.

Key Responsibilities

• Support senior bankers in developing and executing client investment strategies within the U.S. Private Bank
• Conduct financial analysis and prepare reports on client portfolios, market trends, and risk assessments
• Assist in client onboarding processes, including KYC compliance and documentation review
• Collaborate with cross-functional teams to deliver customized wealth management solutions
• Monitor portfolio performance and provide insights on asset allocation adjustments
• Participate in client meetings to gather requirements and present preliminary recommendations
• Contribute to program initiatives by analyzing data to improve operational efficiency
• Ensure adherence to JP Morgan Chase's risk management and regulatory standards
• Support business development efforts by researching potential high-net-worth clients

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 1-2 years of relevant experience in financial services, banking, or wealth management
• Strong understanding of financial markets, investment principles, and regulatory requirements
• Proficiency in Microsoft Office Suite, including advanced Excel for financial modeling
• Excellent analytical and problem-solving abilities
• Ability to work collaboratively in a team environment
• U.S. work authorization without sponsorship

Preferred Qualifications

• Prior internship or experience in private banking or asset management
• Knowledge of wealth planning tools and client relationship management systems
• CFA Level 1 candidate or equivalent certification in progress
• Experience with data analytics tools like Tableau or SQL
• Fluency in Spanish or Mandarin to serve diverse client bases in California

Required Skills

• Financial modeling and valuation techniques
• Data analysis and interpretation
• Proficiency in Excel and financial software
• Strong written and verbal communication
• Client relationship management
• Attention to detail and accuracy
• Time management and prioritization
• Analytical thinking and problem-solving
• Knowledge of investment products and securities
• Regulatory compliance awareness
• Team collaboration and interpersonal skills
• Adaptability to fast-paced environments
• Basic understanding of CRM systems like Salesforce
• Research and market analysis
• Ethical decision-making in high-stakes settings

Benefits

• Competitive base salary and performance-based annual bonuses
• 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 programs, including tuition reimbursement and leadership training
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and commuter benefits

JP Morgan Chase is an equal opportunity employer.