Analyst - US Private Bank - Deposit Sales

Analyst, Us Provate Banking Deposit Sales

You are a commercially minded analyst who thrives in fast-moving markets and competitive client discussions. You have found the right team. Help position deposits and cash management as a strategic asset class through rigorous analytics, disciplined execution, and strong governance.

As an Analyst within the US Provate Banking Deposit Sales team, you support day-to-day execution across deposit and Treasury/cash management opportunities for Private Bank and institutional clients. You produce client materials, deliver pricing and profitability analyses, and provide management reporting that drives prioritization and follow-through. You coordinate implementation and testing activities while improving workflows and controls to reduce operational risk.

Job Responsibilities:

• Partner with DSMs and bankers/advisors to support day-to-day execution, follow-ups, and coordination across stakeholders for deposit and Treasury/cash management opportunities.
• Produce, maintain, and enhance pitchbooks, relationship review materials, account plans, market huddle updates, and ad-hoc presentations; ensure accuracy, consistency, and timely delivery.
• Support pricing of deposits as an asset class and contribute to client/prospect analyses (e.g., competitive comparisons, scenario/impact analyses) to enable informed decision-making.
• Develop, in partnership with DSMs/Treasury Services, custom proformas, perform cost/benefit analysis, support competitive pricing requests, and assist with profitability modelling where applicable.
• Track pipeline activity and sales progress; deliver recurring and ad-hoc management reporting to support prioritization and execution discipline.
• Build and maintain an understanding of competitor deposit and cash management offerings and positioning; synthesize insights for sales conversations and materials.
• Submit implementation requests for new services, coordinate across product/implementation/operations, and help ensure services, pricing, and billing are set up timely and accurately.
• Identify opportunities to streamline workflows, improve data quality, reduce manual effort, and mitigate operational risk (e.g., templates, trackers, automation in Excel or other tools).
• Support UAT/system testing for process or system enhancements; document outcomes, track issues, and drive closure with stakeholders.

Required qualifications, capabilities and skills:

• 2+ years of experience within financial services, supporting Banking, Wealth Management, or Treasury-related businesses
• Foundational knowledge of Interest Rates, FX, Fixed Income, and Central Banks (or strong willingness to learn)
• Strong attention to detail, time management, and organizational skills with the ability to manage multiple concurrent deadlines
• Demonstrated understanding of deposit products and the broader cash product landscape; awareness of balance sheet implications
• Strong written and verbal communication skills to clearly articulate issues, progress, and outcomes to stakeholders
• Team-oriented and collaborative, with a commitment to an inclusive culture and respect for diverse perspectives

Preferred qualifications, capabilities and skills:

• Strong analytical and problem-solving mindset with a track record of improving processes, controls, and reporting quality
• Proficiency in Microsoft Office (Excel, PowerPoint, Word); Tableau, Alteryx, Python and/or VBA is a strong plus
• Stakeholder management and influencing skills across Sales, Product, Implementation, Operations, and Risk/Controls partners
• Comfort working with data sources/systems (e.g., CRM, order/implementation tools, reporting platforms) and troubleshooting data issues end-to-end

About Us

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 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.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.