1,847 Bank Senior Analyst jobs in the United States

Description
We are looking for a skilled Bank Credit Analyst to join our client's team on a long-term contract basis in Saint Paul, Minnesota. This role requires an experienced individual with expertise in managing collections and special assets, particularly workout credits. The ideal candidate will be a proactive self-starter who can independently navigate complex credit situations and collaborate effectively with attorneys to achieve optimal outcomes.
Responsibilities:
- Manage commercial collections and special asset accounts, ensuring timely resolution of overdue balances.
- Analyze workout credits and develop strategies to recover collateral while minimizing losses.
- Collaborate with attorneys to oversee litigation processes and drive favorable results.
- Conduct thorough credit analysis to assess risk and propose actionable solutions.
- Administer loan agreements and monitor compliance with established terms.
- Work autonomously, taking initiative to prioritize tasks and manage files efficiently.
- Provide detailed reporting and updates on collection activities and account status.
- Ensure adherence to banking regulations and organizational policies.
- Build and maintain strong relationships with stakeholders, including non-profit organizations and commercial entities.
Requirements - Minimum of 3 years of experience in collections and credit analysis within a banking or commercial setting.
- Proven expertise in handling workout credits and special asset accounts.
- Strong ability to recover collateral and manage litigation processes effectively.
- Familiarity with loan agreements and administration practices.
- Demonstrated self-starter with the ability to independently manage files and prioritize tasks.
- Excellent communication and collaboration skills, particularly with attorneys and stakeholders.
- Solid understanding of banking regulations and compliance standards.
- Proficiency in analyzing credit risk and developing actionable recovery strategies.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Private Bank Operations Analyst
Pennington, New Jersey;Tampa, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.
**Responsibilities:**
+ Performs onboarding and maintenance of accounts and reviewing required account documentation.
+ Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
+ Reviews and approves required account documentation
+ Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
+ Performs moderate levels of research, follow-up and resolution of more complex routine research requests
**Skills:**
+ Account Management
+ Customer and Client Focus
+ Oral Communications
+ Research
+ Analytical Thinking
+ Attention to Detail
+ Collaboration
+ Problem Solving
+ Prioritization
+ Recording/Organizing Information
+ Result Orientation
**Line of Business Job Description:**
The Analyst is responsible for fulfilling a service request from a Bank of America Private Bank office to open accounts, receive assets, and update account data based on the individual account requirements. The teammate is responsible for the distribution of assets/cash from an account to designated persons based on the unique account circumstances and governing document guidelines, which may result in the final termination of the account. The Analyst is responsible for reviewing exception reports, reject reports and other error reports that have to do with asset transfers that were not processed successfully, along with updating the corporate action list and processing other unique asset transfers on the platform.
Through this position, the Analyst will enhance their knowledge of fundamental concepts and proprietary program skills necessary in excelling in a career at Bank of America Merrill Lynch.
**Job Description:**
This role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk. Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational processes, and assist in training for less experienced team members.
**Responsibilities:**
+ Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established guidelines and procedures
+ Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service
+ Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions
+ Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
+ Reviewing and interpreting legal documents (trusts, wills, agency agreements, etc.) and forms
+ Professional communication (written and verbal) with Bank of America Private Bank Client Teams and Business Units
+ Opening accounts per governing instrument and making any necessary data updates to existing accounts
+ Working with business partners to receive/transfer assets and follow up on the status of funding
+ Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve
+ Preparing distribution schedules to properly allocate assets/cash to designated owners, including obtaining approvals
+ Preparing asset valuations as needed for accounts
+ Transferring assets/cash to internal accounts and external firms for clients using internal applications/systems
+ Reconciliation and follow up of final interest and dividends received into accounts to ensure they are transferred to the correct clients
+ Properly closing accounts from systems and reporting data Maintaining or exceeding service delivery levels
+ Monitor exception and error reports to determine if reversals are required on transfers
+ Monitor new corporate action items and update list for usage
+ Process unique asset transfer for internal accounts
**Required Skills:**
+ Organizational and time management skills
+ Ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
+ Proven history of effective ownership and accuracy
+ Ability to work independently while effectively managing and finding resolution to complex situations Exhibit professionalism in all situations
+ Embrace and can be a catalyst for change
**Desired Skills:**
+ 1+ year(s) of Legal Document Review (not required)
+ Proficient with Microsoft Office, Outlook, Word and Excel
+ Ability to manipulate data using spreadsheets and other similar desktop applications
+ Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
+ Experience, knowledge of or studies related to Finance or Accounting
+ An understanding of technology and the ability to incorporate that understanding into process improvements
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Private Bank Operations Analyst
Pennington, New Jersey;Tampa, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.
**Responsibilities:**
+ Performs onboarding and maintenance of accounts and reviewing required account documentation.
+ Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
+ Reviews and approves required account documentation
+ Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
+ Performs moderate levels of research, follow-up and resolution of more complex routine research requests
**Skills:**
+ Account Management
+ Customer and Client Focus
+ Oral Communications
+ Research
+ Analytical Thinking
+ Attention to Detail
+ Collaboration
+ Problem Solving
+ Prioritization
+ Recording/Organizing Information
+ Result Orientation
**Line of Business Job Description:**
The Analyst is responsible for fulfilling a service request from a Bank of America Private Bank office to open accounts, receive assets, and update account data based on the individual account requirements. The teammate is responsible for the distribution of assets/cash from an account to designated persons based on the unique account circumstances and governing document guidelines, which may result in the final termination of the account. The Analyst is responsible for reviewing exception reports, reject reports and other error reports that have to do with asset transfers that were not processed successfully, along with updating the corporate action list and processing other unique asset transfers on the platform.
Through this position, the Analyst will enhance their knowledge of fundamental concepts and proprietary program skills necessary in excelling in a career at Bank of America Merrill Lynch.
**Job Description:**
This role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk. Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational processes, and assist in training for less experienced team members.
**Responsibilities:**
+ Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established guidelines and procedures
+ Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service
+ Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions
+ Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
+ Reviewing and interpreting legal documents (trusts, wills, agency agreements, etc.) and forms
+ Professional communication (written and verbal) with Bank of America Private Bank Client Teams and Business Units
+ Opening accounts per governing instrument and making any necessary data updates to existing accounts
+ Working with business partners to receive/transfer assets and follow up on the status of funding
+ Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve
+ Preparing distribution schedules to properly allocate assets/cash to designated owners, including obtaining approvals
+ Preparing asset valuations as needed for accounts
+ Transferring assets/cash to internal accounts and external firms for clients using internal applications/systems
+ Reconciliation and follow up of final interest and dividends received into accounts to ensure they are transferred to the correct clients
+ Properly closing accounts from systems and reporting data Maintaining or exceeding service delivery levels
+ Monitor exception and error reports to determine if reversals are required on transfers
+ Monitor new corporate action items and update list for usage
+ Process unique asset transfer for internal accounts
**Required Skills:**
+ Organizational and time management skills
+ Ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
+ Proven history of effective ownership and accuracy
+ Ability to work independently while effectively managing and finding resolution to complex situations Exhibit professionalism in all situations
+ Embrace and can be a catalyst for change
**Desired Skills:**
+ 1+ year(s) of Legal Document Review (not required)
+ Proficient with Microsoft Office, Outlook, Word and Excel
+ Ability to manipulate data using spreadsheets and other similar desktop applications
+ Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
+ Experience, knowledge of or studies related to Finance or Accounting
+ An understanding of technology and the ability to incorporate that understanding into process improvements
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

This is an exciting opportunity for you to join a dynamic, diverse team within the Asia market of J.P Morgan's International Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.
**What you can Expect**
You will be part of a three-year Private Bank analyst program whereby you will be supporting the team of Private Bankers covering Asia's ultra-high net worth clients. At the end of the three-year program, top performing Analysts will have the opportunity to make Associate by participating in an assessment center. Promotional opportunities within J.P. Morgan are based on our business needs and your performance.
The Analyst will support the banker team in a variety of relationship management functions, primarily assisting with acquiring new ultra-high net worth clients, servicing existing ones, explaining strategy and our product offering and managing these important relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors).
Banker Analysts support Senior Bankers to oversee private client relationships by providing strategic advice based on each client's wealth objectives. They provide access to specialists and manage clients' investment portfolios. Bankers are also involved in prospecting and acquiring new clients. Banker Analysts will become comfortable speaking about our entire range of investment management and brokerage products, and you will learn to act as the client's trusted adviser.
**Responsibilities include:**
+ Assisting bankers in day to day relationship management duties and preparing account reviews
+ Coordinating with global investment specialists, wealth advisors and lending advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up
+ Assisting in document collection and account openings
+ Completing Due Diligence on the existing clients and key prospects
+ Assisting bankers with the completion of regulatory requirements
+ Comfortable speaking to and meeting with key internal stakeholders and external clients
+ Building relationships internally and externally to develop a strong network of professionals that could assist in the client acquisition process
+ Generating ideas and strategies driving forward new client acquisition
+ Maintaining status updates on deal pipeline and prospects
**About You**
Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. This role would suit someone who is looking for an entry level position or has some experience in the financial markets.
**Additional requirements include:**
+ Excellent verbal and written communication skills.
+ Confidence and initiative to take on responsibility and manage your own projects.
But beyond that, what we're most interested in are the things that make you, you: the personal qualities, outside interests and achievements beyond academia that demonstrate the kind of person you are and the difference you could bring to the team.
**Skills Required:**
+ Strong communication skills - both verbal and written
+ Fluent in verbal and written **Mandarin** and **English** .
+ Excellent attention to detail, time management and organization skills
+ Good ability to multi-task
+ Strong interpersonal skills and team-player
+ Strong and visible interest in the financial markets
+ Proficiency in Word, Excel, and PowerPoint
We seek candidates with strong analytical skills who can use both qualitative and quantitative tools to analyze complex financial situations.
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $100,000.00 - $110,000.00 / year

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-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.
**Job Responsibilities**
+ Help devise customized financial strategies for existing and prospective clients
+ Prepare pitch books and meeting materials
+ Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
+ Become an expert in a range of proprietary models to provide recommendations on tailored solutions
+ Conduct research and analysis; assist with product development and prospecting efforts
+ Research client inquiries and manage follow up communication and materials
+ Work directly with clients as you continue to progress in your role
**Required Qualifications, Capabilities, and Skills**
+ Bachelor's degree with a minimum overall GPA of 3.2
+ No more than two years of work experience following completion of undergraduate program
+ Demonstrated aptitude for sales and client relationship management
**Preferred Qualifications, Capabilities, and Skills**
+ Superior multi-tasking and organizational skills
+ Excellent communication skills and poise giving presentations
+ Genuine interest in financial markets and macro-level economic trends
+ Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $100,000.00 - $110,000.00 / year

In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm.
As an Analyst on the Commercial & Investment Bank Strategy team, you will support mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product, putting together strategic roadmaps by identifying unmet or emerging client needs, refining client segmentation and/or client coverage models, understanding emerging trends or new entrants, assessing operating models, including redesign or automation, and supporting the creation of CEO-level executive communications. Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives.
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs. The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee. The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate, and Investment Bank), Payments, Markets, and Securities Services. These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients.
**Job responsibilities** :
+ Apply structured problem-solving and design thinking to address top strategic priorities
+ Develop innovative solutions to transform the business model and product offering
+ Support multiple project work streams
**Required qualifications, capabilities, and skills:**
+ At least 1 year of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team
+ Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
+ Strong client management and executive-level communication skills
+ Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
**Preferred qualifications, capabilities, and skills:**
+ Experience in financial services industry
+ MBA or an advanced business degree from a top-tier program
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $99,750.00 - $105,000.00 / year

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-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.

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials
• Work directly with clients as you continue to progress in your role

Required Qualifications, Capabilities, and Skills

• Bachelor's degree with a minimum overall GPA of 3.2
• No more than two years of work experience following completion of undergraduate program
• Demonstrated aptitude for sales and client relationship management

Preferred Qualifications, Capabilities, and Skills

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Genuine interest in financial markets and macro-level economic trends
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $100,000.00 - $110,000.00 / year

In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm.

As an Analyst on the Commercial & Investment Bank Strategy team, you will support mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product, putting together strategic roadmaps by identifying unmet or emerging client needs, refining client segmentation and/or client coverage models, understanding emerging trends or new entrants, assessing operating models, including redesign or automation, and supporting the creation of CEO-level executive communications. Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives.

Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs. The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee. The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate, and Investment Bank), Payments, Markets, and Securities Services. These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients.

Job responsibilities :

• Apply structured problem-solving and design thinking to address top strategic priorities
• Develop innovative solutions to transform the business model and product offering
• Support multiple project work streams

Required qualifications, capabilities, and skills:

• At least 1 year of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team
• Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
• Strong client management and executive-level communication skills
• Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership

Preferred qualifications, capabilities, and skills:

• Experience in financial services industry
• MBA or an advanced business degree from a top-tier program

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $99,750.00 - $105,000.00 / year

Description
Job Description
+ Review and process new client account opening documentation and maintain existing accounts in a timely manner, ensuring accuracy and reducing exceptions in the Onboarding and Exception Logs.
+ Ensure compliance with the Bank's Policies and Procedures within the Documentation Department to achieve satisfactory ratings from regulators and internal auditors.
+ Maintain clear and concise program schedules, meeting established goals and timelines.
+ Coordinate and complete training schedules for assigned departments and internal clients, promoting awareness and adherence to Compliance and Risk Policies.
+ Support and strengthen the organization's Compliance Culture by emphasizing the importance and growing complexity of compliance requirements.
Requirements
Creating and formatting spreadsheets (tables, charts, pivot tables).
Using formulas and functions (SUM, IF, VLOOKUP/XLOOKUP, INDEX-MATCH, CONCATENATE, etc.).
Data sorting, filtering, and validation.
Generating and interpreting reports.
Maintaining accuracy with large data sets.
Knowledge of PivotTables and PivotCharts (often required in finance, accounting, or compliance roles).
Intermediate to advanced Excel use for tracking, reporting, and analysis.
Must be available to start immediately
Please send resume to or call
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