JPMorgan Chase
U.S. Private Bank - AWM Program Analyst
Houston, TX · Full-time · Posted Oct 16, 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 private banking teams in developing tailored financial strategies and recommendations for clients while gaining exposure to credit, investments, wealth advisory, and estate planning.
What you'll do
- Develop customized financial strategies and recommendations for clients by analyzing balance sheets and investment objectives.
- Prepare pitch books and meeting materials; conduct research and assist with product development and prospecting.
- Research client inquiries, manage follow-up communications, and work directly with clients as the role progresses.
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 macro-level economic trends; ability to assess complex financial situations using quantitative and qualitative resources
Model-written summary · the original posting is authoritative