U.S. Private Bank – Program Analyst Banker

Location: Las Vegas, NV, United States

Job Family: Analysts

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. In the U.S. Private Bank, we provide bespoke wealth management solutions to ultra-high-net-worth individuals and families, leveraging our deep expertise in investment advisory, lending, and planning. The U.S. Private Bank – Program Analyst Banker role is an integral part of our Banker Analyst Program, designed to cultivate the next generation of private banking leaders. Based in our Las Vegas, NV office, this position offers a dynamic entry into the world of high-touch client service within one of the most prestigious private banking franchises in the industry. As a Program Analyst Banker, you will gain hands-on experience supporting complex client needs while developing a robust foundation in financial analysis and relationship management. In this role, you will work closely with seasoned private bankers to analyze client portfolios, assess investment opportunities, and contribute to strategic planning. Responsibilities include performing detailed financial modeling, preparing insightful reports on market trends, and assisting in the creation of tailored investment strategies that align with clients' goals and risk tolerances. You will also play a key role in client interactions, from initial data gathering to supporting presentations that drive business growth. The program emphasizes rotational experiences across various private banking functions, allowing you to build a comprehensive skill set in areas such as credit analysis, estate planning, and alternative investments, all while adhering to the highest standards of compliance and client confidentiality upheld by JPMorgan Chase. JPMorgan Chase is committed to fostering an inclusive culture where diverse perspectives drive innovation and excellence. As part of the Banker Analyst Program, you will benefit from mentorship, structured training, and exposure to senior leadership, accelerating your career trajectory in private banking. This opportunity in Las Vegas positions you at the heart of a vibrant financial hub, offering proximity to key clients in the Southwest region. If you are a driven professional passionate about finance and client-centric solutions, join us to make an impact in shaping the financial futures of our elite clientele.

Key Responsibilities

• Conduct financial analysis and prepare reports on client portfolios and market trends
• Support senior bankers in developing customized wealth management strategies for high-net-worth clients
• Assist in the preparation of investment proposals and presentations for client meetings
• Monitor portfolio performance and provide insights on asset allocation and risk management
• Collaborate with cross-functional teams to ensure compliance with regulatory standards
• Gather and analyze client financial data to identify opportunities for growth
• Participate in client onboarding processes and maintain accurate records in CRM systems
• Contribute to the development of program initiatives within the U.S. Private Bank
• Stay updated on industry developments and communicate relevant information to the team
• Support ad-hoc projects related to business development and operational improvements

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 analysis
• Strong analytical skills with proficiency in financial modeling and data interpretation
• Excellent communication and interpersonal skills for client interactions
• Ability to work collaboratively in a team-oriented environment
• Understanding of regulatory requirements in the U.S. financial services industry
• Willingness to obtain relevant certifications such as Series 7 and 66 within the first year

Preferred Qualifications

• Prior internship or experience in private banking or wealth management
• Knowledge of investment products, portfolio management, and risk assessment
• Familiarity with JPMorgan Chase systems and tools
• Advanced proficiency in Microsoft Excel and financial software
• Experience in client relationship management or sales support

Required Skills

• Financial modeling and valuation techniques
• Proficiency in Microsoft Excel, PowerPoint, and Bloomberg terminals
• Data analysis and interpretation using SQL or Python
• Strong quantitative and analytical thinking
• Excellent verbal and written communication
• Client relationship building and management
• Attention to detail and accuracy in reporting
• Time management and prioritization in a fast-paced environment
• Knowledge of investment principles and market dynamics
• Regulatory compliance awareness (e.g., SEC, FINRA)
• Team collaboration and interpersonal skills
• Problem-solving and critical thinking
• Adaptability to changing financial landscapes
• Ethical decision-making in high-stakes environments
• Basic understanding of CRM software like Salesforce

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 opportunities through JPMorgan Chase's training programs
• Employee stock purchase plan and financial wellness resources
• Access to onsite fitness centers and wellness programs in select locations
• Tuition reimbursement for relevant certifications and advanced education

JP Morgan Chase is an equal opportunity employer.