U.S. Private Bank Program Analyst

Location: Los Angeles, CA, United States

Job Family: Analysts

About the Role

J.P. Morgan Private Bank is seeking motivated and analytically minded individuals to join our U.S. Private Bank Program as a Banker Analyst in Los Angeles, CA. This entry-level program is designed for recent graduates who aspire to build a dynamic career in wealth management, serving ultra-high-net-worth clients with personalized financial solutions. As part of a select cohort, you will gain hands-on experience in private banking, working alongside seasoned bankers to support client relationships, investment strategies, and business growth in one of the nation's premier financial hubs. The program combines structured training, mentorship, and real-world projects to accelerate your professional development within J.P. Morgan's world-class Private Bank division. In this role, you will contribute to a range of activities that drive client success and firm performance. Responsibilities include assisting with portfolio reviews, conducting in-depth market research, and preparing tailored advisory materials for high-profile clients in the entertainment, technology, and real estate sectors prominent in Los Angeles. You will collaborate with investment advisors, compliance teams, and product specialists to ensure seamless delivery of services, from asset allocation to estate planning. Through exposure to J.P. Morgan's proprietary tools and global resources, you will develop a deep understanding of how macroeconomic factors influence private wealth strategies, while adhering to the highest standards of risk management and regulatory compliance. What sets this program apart is J.P. Morgan's commitment to your long-term growth. Participants receive comprehensive onboarding, including rotations across key Private Bank functions, and access to industry-leading certifications and networking events. High performers may advance to full-time Banker roles or other opportunities within the firm. If you are passionate about finance, thrive in a collaborative environment, and are eager to make an impact in private banking, join us to launch your career at one of the world's most respected financial institutions.

Key Responsibilities

• Support Private Bankers in client portfolio analysis and investment strategy development
• Conduct market research and prepare reports on economic trends affecting high-net-worth clients
• Assist in the preparation of client presentations and pitch books for prospective relationships
• Collaborate with cross-functional teams to ensure compliance with regulatory standards and internal policies
• Analyze client financial data to identify opportunities for wealth planning and advisory services
• Participate in cohort training programs to build foundational knowledge in private banking
• Track and report on key performance metrics for the Private Bank in the Los Angeles market
• Support due diligence processes for new client onboarding and risk assessment
• Contribute to business development initiatives by identifying potential client referrals

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field from an accredited university
• Strong academic record with a minimum GPA of 3.2
• Demonstrated interest in financial services, wealth management, or private banking through internships or coursework
• Eligibility to work in the United States without sponsorship
• Ability to relocate to Los Angeles, CA
• Proficiency in Microsoft Office Suite, including Excel for financial modeling

Preferred Qualifications

• Prior internship experience in investment banking, private banking, or asset management
• Knowledge of financial markets, investment products, and regulatory compliance in the U.S.
• Experience with data analysis tools such as SQL or Tableau
• Participation in finance-related extracurricular activities or certifications like CFA Level 1

Required Skills

• Financial modeling and valuation techniques
• Data analysis and interpretation
• Proficiency in Excel and PowerPoint
• Understanding of investment products like equities, fixed income, and alternatives
• Knowledge of wealth management principles
• Strong analytical thinking and problem-solving
• Excellent written and verbal communication
• Attention to detail and accuracy in reporting
• Ability to handle confidential client information
• Team collaboration and interpersonal skills
• Time management in a fast-paced environment
• Basic understanding of regulatory frameworks like SEC and FINRA
• Research skills for market and economic analysis
• Adaptability to learn new financial technologies
• Client-focused mindset with empathy and discretion

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 through J.P. Morgan's training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and commuter benefits for Los Angeles employees

JP Morgan Chase is an equal opportunity employer.