U.S. Private Bank - Fund Banking - Program Analyst

JPMorgan Chase

  • Boston, MA
  • Permanent
  • Full-time
  • 27 days ago
Job Category: AnalystsJob Description:We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.As a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. You will use your knowledge of Investments, Credit and Banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Fund Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.Job Responsibilities
  • Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Generate client referrals and acquire new assets from existing client base
  • Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Fund Banking Group and refer opportunities to Fund Bankers in local coverage markets
  • Partner across the J.P. Morgan Chase & Co. ecosystem to connect clients to the correct partners to meet long term needs
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
  • 1-2+ years of work experience in Private Banking or Financial Services
  • Bachelor's Degree required
  • Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong teamwork and ability to work in fast paced environment
  • Experience or demonstrated understanding of Investments, Credit and Banking concepts
  • Focused on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital and Real Estate
About Us:JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransAbout the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

JPMorgan Chase