Drimva

JPMorgan Chase

U.S. Private Bank - AWM Program Analyst

Fort Lauderdale, FL · Full-time · Posted Oct 30, 2026

Experience
No more than two years of work experience following completion of undergraduate program.
Education
Bachelor’s degree with a minimum overall GPA of 3.2.

About the job

Supports U.S. Private Bank teams in developing customized financial strategies, recommendations, and client materials for prospective and existing clients.

What you'll do

  • Develop tailored financial strategies and recommendations by analyzing client balance sheets, objectives, and risk/return considerations.
  • Prepare pitch books and meeting materials; research client inquiries and manage follow-up communications.
  • Conduct research and analysis, assist with product development and prospecting, and collaborate with integrated team members.

What they ask for

  • Bachelor’s degree with a minimum overall GPA of 3.2.
  • No more than two years of work experience following completion of undergraduate program.
  • Demonstrated aptitude for sales and client relationship management.

Nice to have

  • Superior multi-tasking and organizational skills; excellent communication skills and poise giving presentations.
  • Genuine interest in financial markets and macro-level economic trends; ability to use quantitative and qualitative resources to understand complex financial situations and present solutions.

Model-written summary · the original posting is authoritative

First seen Oct 31, 2026 · Last verified Nov 6, 2026 (UTC)