Welcome to PWM Pathway's job description deep dive for summer and full-time analyst roles. In this post, we'll explore detailed descriptions of various positions at top private banks and wealth management firms. You'll find essential information, including salary ranges, qualification requirements, and key analyst responsibilities. All details have been directly sourced from the JPMorgan job directory, ensuring you have accurate and up-to-date insights. For more information, click here. 

JPMorgan Global Private Bank: Global Families Group (GFG) — Asia Program

Key Information: 

• Job Category: Summer & Full-Time Analysts
• Business Unit: Asset & Wealth Management
• Locations: New York, NY, United States
• Base Pay/Salary: $100,000.00-$110,000.00 (prorated for summer analysts)

Overview of the Role

This position offers an exciting opportunity to work with international clients, providing a broad range of wealth management services. This program is ideal for individuals who thrive in dynamic environments, excel at relationship-building, and are driven by innovation. Participants will have the chance to collaborate with industry experts to deliver client-centered wealth management solutions. Top performers may receive a full-time offer, and the program emphasizes continuous learning and professional development through mentorship and networking events.

Participants in this program will join a team dedicated to developing strong client relationships and making impactful contributions to the business by creating customized wealth management solutions. The role involves working alongside bankers, global investment specialists, wealth advisors, and lending specialists, all of whom are focused on delivering exceptional service to clients.

Program Highlights

Participants will engage with various teams to gain a deep understanding of client needs and market trends. Analysts will play a key role in developing and executing strategies that align with clients' financial objectives. Collaboration is a central part of the role, as analysts will work closely with bankers, global investment specialists, and estate experts to recommend tailored investment and wealth management solutions aimed at protecting, managing, and growing client portfolios.

In addition to these responsibilities, analysts will collaborate with teams across different areas, including market strategy, equity, and alternative investments. These collaborations will involve conducting in-depth research and analysis, developing new financial products, and responding to evolving client needs. The program also places a strong emphasis on continuous learning, with opportunities for one-on-one mentorship, educational sessions, and networking events designed to help analysts grow their professional skills and connections.

Your Impact

Throughout the program, you will:

• Assist in client sales and retention efforts, gaining exposure to a wide range of asset classes and investment professionals within the firm.
• Collaborate with financial advisors and investment consultants to deliver quantitative and qualitative analysis, conduct market research, and contribute to strategic planning aimed at meeting clients' investment objectives.
• Build and nurture relationships with clients, including top-tier pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks, and other institutional investors.
• Learn about asset allocation strategies and identify investment opportunities across both traditional and alternative strategies to meet client needs.

Key Responsibilities

• Collaborate with teams to understand client needs and analyze market activities, assisting in the development and execution of strategies that help clients achieve their financial goals.
• Work closely with bankers, global investment specialists, and estate experts to recommend investment and wealth management solutions tailored to protecting, managing, and enhancing client portfolios.
• Partner with various teams, including those focused on market strategy, equities, and alternative investments, to conduct research, develop products, and address client requirements.
• Engage in continuous learning through mentorship, educational sessions, and networking events to build a strong professional network and advance personal growth.

Required Qualifications and Skills

• Fluency in both Mandarin and English, with strong verbal and written communication skills.
• Enrollment in a Bachelor’s or Master’s degree program at a U.S. university, with an expected graduation date between December 2024 and June 2025.
• Eligibility for F-1 STEM OPT and CPT, with support provided by JPMorgan Chase.

Preferred Qualifications and Skills

• Proficiency in additional Chinese dialects, such as Cantonese and Taiwanese, is a plus.
• Exceptional interpersonal, communication, analytical, and problem-solving skills.
• Strong organizational abilities with a capacity to manage multiple tasks effectively.
• A genuine interest in financial markets and macroeconomic trends.
• Ability to thrive in a fast-paced, collaborative environment.
• A proactive, inquisitive nature, coupled with sound judgment and discretion when handling confidential information.

About JPMorgan

As one of the oldest financial institutions, JPMorgan Chase & Co. offers innovative solutions to millions of consumers, small businesses, and some of the world's leading corporate, institutional, and government clients. With a history spanning over 200 years, JPMorgan is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

J.P. Morgan Asset & Wealth Management delivers world-class investment management and private banking solutions. The Asset Management division provides strategies and expertise across a full spectrum of asset classes to individuals, advisors, and institutions through a global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more deliberate approach to their wealth, helping them define, focus, and realize their financial goals.