Full-Time
Global Private Bank Finance Annuities and Life Insurance Associate
Posted on 8/15/2025
JP Morgan Chase
10,001+ employees
Global financial services with diversified offerings
No salary listed
Plano, TX, USA
In Person
 Finance & Banking (1) |
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- Ability to take ownership and work independently
- Analytical ability with capacity to tell the story and see the big picture
- Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM
- Ability to articulate ideas in a clear, concise, and structured manner
- Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
- Highly organized and structured; ability to prioritize and time manage is crucial
- Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key
- Utilize judgment and discretion in working with highly confidential information
- Bachelor’s degree
- 5+ years relevant experience
- Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives
- Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts
- Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
- Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
- Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)
- Experience in Annuities, Life Insurance, or Financial Analysis
- Proficiency in SQL and/or Python is a plus
- Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus
A global financial services firm offering investment banking, asset management, private equity, financial services, and consumer banking to individuals and institutions. It works by providing advisory, lending, trading, and financing services through a worldwide network, earning revenue from interest, fees, and trading commissions, and using its data and the JPMorgan Chase Institute to analyze economies. It stands apart from peers due to its size, full-range services across consumer and corporate markets, extensive market access, and in-house data-driven insights. Its goal is to deliver comprehensive financial products with integrity and growth while supporting clients and communities through data-backed analysis and targeted programs.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1959
Simplify's Take
What believers are saying
- Q1 2026 revenue rose 10% with 23% return on equity.
- Provided $400M loan to AT&T's $1.35B Plano HQ in 2026.
- Partnered with Corpay for Kinexys stablecoin settlements May 2026.
What critics are saying
- Corpay's blockchain integration cuts JPMorgan's transaction fees within 6-12 months.
- Anthropic's enterprise AI erodes JPMorgan Institute insights in 12-18 months.
- Rising rates trigger Ventas stake losses offsetting gains in 18-24 months.
What makes JP Morgan Chase unique
- Roots trace to 1799 Manhattan Company founded by Aaron Burr.
- J.P. Morgan & Co. established in 1871 financing railroads.
- Formed in 2000 via Chase Manhattan and J.P. Morgan merger.
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Benefits
Health Insurance
Flexible Work Hours
Paid Sick Leave
Paid Holidays
Company News
Project Prometheus, an AI laboratory co-founded by Jeff Bezos, has closed a funding round of €8.7 billion at a €33 billion valuation. Investors include JPMorgan and BlackRock. Bezos returns to an operational role alongside co-CEO Vikram Bajaj, a quantum physicist. The funding round was expanded from an initial €5.4 billion due to high demand. The company is headquartered in San Francisco with offices in London and Zürich. Unlike language-focused AI labs, Prometheus develops AI systems that understand physical laws for industrial applications, including materials research, fluid simulation and robotic manipulation. The company plans to establish a holding structure to acquire industrial companies that could benefit from its AI technology, following a Berkshire Hathaway-style model. The Zürich office positions Prometheus as a competitor for talent in the DACH region's engineering sector.
Pakistan signals return to global capital markets after four years. MG News | April 16, 2026 at 09:33 AM GMT+05:00 April 16, 2026 (MLN): Pakistan signaled its intention to return to international capital markets after a gap of around four years, with plans to issue rupee-linked, dollar-denominated instruments under its Global Medium-Term Note (GMTN) programme. The move comes as part of broader efforts to strengthen external financing, alongside preparations for the country's first Panda Bond issuance supported by agreements with multilateral lenders, according to a press release issued. Federal Minister for Finance and Revenue, Senator Muhammad Aurangzeb, shared these developments during a meeting with senior representatives of JP Morgan Chase on the sidelines of the World Bank-IMF Spring Meetings in Washington, D.C. He also briefed the delegation on counter-indemnity agreements signed with the Asian Development Bank (ADB) and the Asian Infrastructure Investment Bank (AIIB), expressed appreciation for financial support from the Kingdom of Saudi Arabia, and assured that the financing proposals and market options discussed would be carefully reviewed. In a separate engagement on the sidelines of the meetings, finance minister Aurangzeb held discussions with senior leadership of Franklin Templeton, where he said Pakistan would soon initiate requests for proposals (RFPs) to appoint lead managers for potential issuances under the GMTN programme. He emphasized that any return to global markets would be "selective" in pricing and timing, reflecting sensitivity to global interest rate trends and investor sentiment. The finance minister described the planned market re-entry as a potential turning point in Pakistan's external financing strategy, aimed at rebuilding investor confidence after a prolonged period of economic strain and reliance on bilateral and multilateral support. A successful issuance, he noted, could help diversify funding sources and signal improving macroeconomic stability. He also outlined progress on a broad privatization agenda, stating that nearly 30 state-owned enterprises have been transferred to the Privatization Commission. The government is advancing plans to outsource major airports, including those in Islamabad, Karachi, and Sialkot, and is exploring the sale of electricity distribution companies to improve efficiency and reduce fiscal pressures. Highlighting a shift in policy on digital assets, the minister confirmed the establishment of the Pakistan Virtual Assets Regulatory Authority (PVARA) and the issuance of No Objection Certificates to global platforms such as Binance. He added that the State Bank of Pakistan has withdrawn its 2018 restrictions on the use of banking channels for cryptocurrency transactions, indicating a more accommodative regulatory approach. The finance minister also expressed interest in collaborating with Franklin Templeton on capacity-building initiatives, including structured training programmes for officials from the Ministry of Finance and the State Bank of Pakistan, as part of efforts to strengthen institutional expertise in managing modern financial markets.
JPMorgan has reported strong first-quarter results, with earnings of $5.94 per share beating expectations and revenue reaching $50.5 billion, up nearly 10% year-on-year. The bank demonstrated balanced growth across its operations. Net interest income rose 9% to $25.5 billion, whilst noninterest revenue, including fees and trading, increased 11% to $25.1 billion. Credit quality remains solid, with provisions for losses at $2.5 billion, lower than the previous year, and charge-offs remaining flat. The bank recorded a small reserve build, though nothing indicating significant stress. Shares rose in premarket trading following the announcement.
America's largest banks reported strong first-quarter profits driven by robust investment banking activity and a resilient economy, though executives warned about mounting risks from rising energy prices and geopolitical uncertainty. JPMorgan Chase posted a profit of $16.49 billion, up 13% year-on-year, whilst Wells Fargo earned $5.25 billion and Citigroup reported $5.79 billion. Investment banking fees surged, with JPMorgan seeing a 30% jump and Citigroup a 12% increase in advisory fees, fuelled by market volatility and corporate dealmaking. However, JPMorgan CEO Jamie Dimon cautioned about "an increasingly complex set of risks", including wars, energy prices and trade tensions. Wells Fargo noted customers allocating more spending to petrol whilst cutting discretionary purchases, signalling potential downstream economic impacts from elevated oil prices.
America's largest banks reported strong first-quarter profits driven by investment banking activity and a resilient economy, but executives warned about emerging economic headwinds from rising energy prices and geopolitical uncertainty. JPMorgan Chase posted a 13% profit increase to $16.49 billion, with investment banking fees jumping 30%. Wells Fargo earned $5.25 billion whilst Citigroup reported $5.79 billion in profits. The gains came amid market volatility and increased merger activity. However, JPMorgan CEO Jamie Dimon cited "an increasingly complex set of risks" including wars, energy prices and trade tensions. Wells Fargo's CFO noted consumers allocating more spending towards petrol whilst reducing discretionary purchases. Dimon warned that higher oil prices' impact "will likely take some time to materialise" if they persist.