Drimva

JPMorgan Chase

U.S. Private Bank - AWM Program Analyst

Tampa, FL · Full-time · Posted Oct 8, 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 acquiring and serving clients by analyzing financial situations and preparing customized wealth recommendations.

What you'll do

  • Help develop financial strategies and tailored recommendations for clients; analyze balance sheets and investment objectives.
  • Prepare pitch books and meeting materials, research client inquiries, and manage follow-up communications.
  • Conduct research and analysis and assist with product development and prospecting.

What they ask for

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

Nice to have

  • Superior multitasking and organizational skills; excellent communication and presentation skills.
  • Genuine interest in financial markets and macroeconomic trends; ability to use quantitative and qualitative resources to address complex financial situations.

Model-written summary · the original posting is authoritative

First seen Oct 28, 2026 · Last verified Nov 5, 2026 (UTC)