Job Description

2023 AWM Private Bank – Solutions summer Analyst program

For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations.

Investment Solutions:

During our Investment Solutions Internship, you'll work with specialists to help research, analyze, and develop global investment strategies and opportunities for our clients.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have a role for you. Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise.

Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You’ll work with product specialists on an investment solutions team or with a team of client advisors, bankers, global investment specialists, wealth advisors, and lending specialists. Throughout this program, you'll learn about our business and our clients while building your own expertise.

Advice Lab:

The Advice Lab is an integral part of wealth management at JPMC and is dedicated to providing clients and prospects across the wealth spectrum with differentiated advice to help them navigate their financial lives. The Advice Lab’s core practices as it relates to this role include: Executive Compensation, Tax Advisory, Private Business Advisory, Family Office & Estate disposition modelling, and Family Governance Advisory, in conjunction with broader Wealth Advisory support.

Role Overview

We are looking for a dynamic individual, with a keen interest in financial markets and planning, and the enthusiasm to work in a team environment, to support and collaborate with our Advice Lab team, which is based in New York, as well as Private Bank advisors. The analyst will play a critical role in helping our clients achieve their goals through addressing advisor and client questions on various planning topics, providing customized planning analytics, and helping to develop and research thought leadership on various planning topics.

Philanthropy Center:

The Philanthropy Summer Analyst will support the Senior Philanthropy Advisors and the Global Head to: (1) help clients successfully build and execute their philanthropic strategy; (2) execute business management projects, team tracking and reporting; (3) support the planning and hosting of distinguished events designed to provide clients and partners the opportunity to connect and collaborate with like-minded peers; (4) support the curation and updating of thought leadership pieces in an effort to educate clients and partners on philanthropic topics and trends; (5) support Senior Philanthropy Advisors engagement in select media opportunities to further position The Philanthropy Centre as a thought leader in the sector; (6) research and stay up to date on trends, experts, and thought leaders across the social impact landscape.

Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills.

What to expect

Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time (for juniors) or returning summer internship (for sophomores) offer at the end of the summer.

You'll also:

• Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals

• Partner with client advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' portfolios

• Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.

• Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

About you

If you're highly-driven and enjoy working in teams to develop complex solutions, this is the role for you.

Key skills include:

• Exceptional interpersonal, communication, analytical and problem-solving skills

• Excellent organizational skills and ability to multitask

• Genuine interest in financial markets and macro-level economic trends

• Ability to thrive in a fast-paced, collaborative environment

• Highly inquisitive, focused and pro-active

• Good judgment and discretion when working with confidential information

• Attend college/university in the U.S.

• To be eligible for this program, you must be authorized to work in the U.S. on a permanent basis. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

• Expected graduation date of December 2023 - June 2024

Our Locations:

• New York, NY

• San Francisco, CA

Join us

At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.

What’s next?

We will review applications as they are received and extend offers on a rolling basis. We strongly encourage that you apply early since programs will close as positions are filled.

After you click ‘Apply’, the first step of the process will be to create an account and complete our application. Once you have submitted your application, you may receive an email invitation to complete a HireVue recorded interview.

Your application will not be fully reviewed until you have completed the HireVue. We strongly encourage that you apply early since programs will close as positions are filled.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.

About Us

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.3 trillion. 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.

Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. Using the latest technology and the resources of the entire firm, Wealth Management directly serves clients through the J.P. Morgan Private Bank globally and J.P. Morgan Securities in the US.

JPMorgan Chase is one of the world's oldest, largest and best-known financial institutions. With a history that traces our roots to 1799 in New York City, we carry forth the innovative spirit of our heritage firms in our global operations in over 60 countries.