U.S. Private Bank – AWM Program Ana...

JPMorgan Chase, a premier financial institution, seeks a dynamic Program Analyst for its U.S. Private Bank in Dallas, TX. This role involves close collaboration with a dedicated team to craft bespoke financial strategies for our diverse clientele. You will contribute to key aspects of client management, investment analysis, and the development of tailored financial solutions.

Key responsibilities include assisting in the creation of customized financial strategies for both existing and prospective clients, preparing impactful pitch books and meeting materials, and performing detailed balance sheet analysis. You will work alongside integrated teams to understand client investment objectives and formulate customized recommendations that align with appropriate risk and return profiles. A significant part of this role involves becoming proficient in proprietary models to offer expert advice on tailored financial solutions. Additionally, you will conduct in-depth research and analysis, support product development and client prospecting initiatives, handle client inquiries, and manage follow-up communications. As your career progresses, you will have opportunities to engage directly with clients.