Private Bank 1st Yr Analyst, Dallas

JPMorgan 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 in 36 countries around the world. We deliver highly customized and tailored solutions to help clients with the many complexities they face by leveraging all of the commercial and investment banking capabilities of the firm. The private bank addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, capital raising, and specialty wealth advisory services.


The JPMorgan Private Bank offers the personalized service of a small boutique firm backed by the infrastructure and highly diverse expertise of a global financial powerhouse. Our Private Bank has distinguished itself as a leader in private wealth management for more than 160 years. This legacy helps us build relationships with the wealthiest and most successful entrepreneurs, heads of state, families, foundations, endowments, and executives around the world.


What makes us unique is our ability to deliver the broadest range of financial expertise to our clients in an efficient and integrated fashion. JPMorgan's long-standing strengths in investment management, brokerage, wealth planning, lending and family office services enables us to address client needs in their entirety.


Analysts are expected to develop a thorough understanding of the private banking platform and become experts in the use of relevant proprietary tools.





RESPONSIBILITIES


Assist in prospect research.


?Independently identify prospects by looking for transition events in the financial statements/media/internet/Bloomberg/etc.


?Research and review SEC documents (DEF 14A, S-1, Proxies, etc.)


Tailor pitches/presentations and marketing letters.


?Work closely with marketers to create tailored client pitches and/or letters


?Modify presentations from marketing database; order production of books and supervise completion of production requests


Service existing clients.


?Compile portfolio review reports and ARMs; revalue cashflows, consolidate account information, compile performance data, identify performance benchmarks


?Send monthly composite performance information to intermediaries if applicable


Generate regional strategy, revenue and AUM reports.


?Assist in strategic regional planning


?Consolidate revenue and expense information for use by regional management


Run proprietary analytical and asset allocation tools for Bankers, Salestraders, Portfolio Managers and Wealth Advisors


?Proficiency at using Compas, MAPS, CHART, Siebel, AssetView, Morgan Online, CRT/CDIT/GRAT/GRIT/GST models and any other relevant databases


?Ability and flexibility to alter models/systems to fit given situation


Maintain network of contacts in other regions and product teams


?Maintain contact with product analysts who can help tailor presentations to specific client needs without banker making requests


QUALIFICATIONS


We seek a newly graduated candidate for our Dallas location with strong analytical skills who can use both qualitative and quantitative tools to analyze complex financial situations. In addition, you should have a strong interest in investments (demonstrated through prior experiences). You should also have excellent teamwork, communication skills, interpersonal skills, and the initiative, energy, and confidence to complete projects with limited supervision. Judgement and discretion in working with highly confidential information are also critical. Candidates should have a minimum GPA of 3.2.


No relocation will be provided.


 


JPMorgan Chase offers exceptional benefits program and a highly competitive compensation package.


We are an equal Opportunity and Affirmative Action Employer M/F/D/V