Asset Management Program Analyst, GWM Private Bank, LATAM Endowments and Foundations Group, Investor Analyst (New York, NY)
Job Description
This entry-level position (geared to individuals with little or no full-time work experience) is part of The Asset Management Analyst Program and is applicable to individuals who have recently earned a Bachelor’s degree at an accredited school. Though most hires into the Program are recruited through our formal campus recruitment efforts, we sometimes conduct supplemental recruitment of candidates with a similar level of experience and academic achievement as our campus hires. Experienced professionals should apply to positions outside of this Program.
About J.P. Morgan: J.P. Morgan is a global leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients’ needs. We operate in 100 countries, and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world – and why we can offer you an outstanding career.
About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
The J.P. Morgan Endowments & Foundations Group ("EFG") is a dedicated team of investment specialists leveraging the firm's global resources to provide customized solutions and advice for endowments, private foundations, and not-for-profits on their investment needs. EFG offers clients a broad spectrum of investment-related services that can be applied together or individually to accommodate an organization's existing capabilities. Areas of specialization include: Customized asset allocation; Portfolio construction advice and execution; Manager Selection and due diligence; and Liquidity management and Investment Policy Statement guidelines and assistance.
Program Overview: The three-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. At the end of the program top performing Analysts will have the opportunity to continue onto the next phase at the firm as an Associate. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance.
Role and Responsibilities:
As an Investor Analyst on an integrated team you will work with our bankers, investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. We recommend investment and wealth management solutions to our clients; protecting, managing and growing their wealth across generations. Specific responsibilities include:
- Help devise customized investment strategies for existing or prospective clients
- Become an expert in a range of proprietary models and ensure accounts are aligned to our model portfolios
- Conduct research and analysis
- Process management for required documentation including account opening, regulatory documents, etc
- Assist with trade execution across asset classes
- Create investment proposals and investment performance reviews for clients and prospects
- As you progress in your role, you will assume significant responsibility by interacting frequently with our solutions teams and working directly with clients
We seek candidates with a unique blend of interpersonal and analytical skills. Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:
- No more than two years of work experience following completion of undergraduate program
- A minimum overall undergraduate GPA of 3.0
- Experience using Microsoft office programs including excel, power point and Adobe PDF
- Superior multi-tasking and organizational skills
- Excellent communication skills and poise giving presentations
- Demonstrated aptitude for sales and client relationship management
- Genuine interest in financial markets, investments and macro-level economic trends
- The ability to be a dynamic member of a team
- Strong initiative, energy and confidence completing projects with limited supervision
- Good judgment and discretion working with highly confidential information
- Must be fluent in Spanish (oral and written). Portuguese is a plus.
