JPMorgan Chase
U.S. Private Bank – AWM Program Analyst
Dallas, TX · Full-time · Posted Oct 9, 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 bringing in and serving clients by analyzing financial needs and preparing customized wealth, investment, credit, and estate-planning recommendations.
What you'll do
- Develop tailored financial strategies and recommendations; analyze client 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 following completion of undergraduate program.
- Demonstrated aptitude for sales and client relationship management.
Nice to have
- Strong multitasking, organizational, communication, and presentation skills.
- Interest in financial markets and macroeconomic trends; ability to assess complex financial situations using quantitative and qualitative resources.
Tools
Proprietary models
Model-written summary · the original posting is authoritative