GPB Advisor Support - Analyst
JPMorgan Chase · Posted Nov 6
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The team is aligned one-to-one with Private Bank Advisors (High Net Worth and Ultra High Net Worth bankers and investment specialists) for a particular office and has access to client books. It supports the full sales lifecycle, including lead generation, client onboarding, client engagement, and operational support. The Analyst role provides integrated intelligence and support across the client lifecycle, prepares client presentations and reporting, monitors markets, and helps resolve transactional issues.
What you will do
- Have Strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies which is put to good use to match goals of Clients Investment needs
- Prepare customized Client presentations for Investment Specialist’s review meeting
- Have a fundamental understanding of quantitative and qualitative data
- Develop process on following the markets through attending Morning Meeting & other internal meetings and by reading internal and external publications
- Use current events to generate new opportunities and monitors books for deepening opportunities
- Master understanding of Goals Based Analysis and Portfolio Insights
- Work effectively with WM Solutions colleagues to develop solutions for clients
- Be familiar with the bank’s credit documentation, including the terms and conditions, the structure and its relevance to a transaction
- Resolve exceptions, open items and transactional issues proactively.
- Assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis and any other team initiatives
Skills used in this role
What the employer is looking for
- University degree holder (including MBA / CFA / CFP) and / or with over 2 years of professional experience in a similar capacity
- Strong knowledge of Private Bank product offerings, asset class knowledge
- Inclination to understand market dynamics and develop expertise
- Excellent stakeholder engagements skills
- Strong team management experience and ability to navigate matrix organization
- PowerPoint and Excel expertise required
- Strong understanding of the needs and sensitivities of client management
- Should be flexible with EMEA /LATAM shifts
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
Recent coverage
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