Part Time Associate Banker (30 Hours), Bilingual English and Mandarin Required, Bellevue Eastgate, Bellevue, WA

JOB DESCRIPTION As an Equity Research Analyst, you will support the coverage of the Latin American Technology, Media and Telecom (TMT) stocks, with strong emphasis on the region including: Brazil and Mexico, Chile, Argentina and Colombia.
This position can be located in Brazil or Mexico and will support the Senior Analyst who sits in our Sao Paulo office.
The ideal candidate will be responsible for drafting notes / reports, and creating, updating and maintaining complex financial and valuation models in order to issue accurate investment recommendations to our clients.
Job Description: Support and proactively communicate investment ideas to senior analyst.
Monitoring, responding to and analyzing daily news flow.
Synthesize, assess, and maintain industry data.
Maintenance and further development of macro-models.
Preparation of regular earnings previews and work on earnings reviews.
Build, update and maintain financial and valuation models.
Keep abreast of company filings.
Draft reports/notes on relevant investment themes and events.
Substantial contribution to regular in-depth product reports.
Regular liaison with global JPMC analysts, macro and strategy team, and sales/trading team Respond to client queries.
Be willing to travel as needed.
Contact clients - most likely organizing and hosting some client meetings/trips in the region.
Progressing towards light marketing responsibilities.
Job Requirements: Proficient in English (written and spoken).
Spanish (Advanced) Business experience: 1-3 years of accounting, finance, or industry expertise.
Understanding of and proven experience with financial statement analysis - accounting proficiency is a must.
Advanced Excel skills.
First class financial modelling and accounting skills.
Detailed knowledge of equities valuation useful.
Likely to have a higher degree in a relevant subject and/or CFA, CA etc.
Must be willing to study for CFA if not obtained.
Strong presenter and/or clear ability to develop into one.
Proven writing skills.
Ability to work well in a team.
Well organized, detailed oriented, and ability to multitask.
Enthusiastic, proactive, and highly self-motivated, generative of ideas.
Willing to commit to work very hard for an excellent opportunity at the firm.
ABOUT US J.
P.
Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do.
We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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 The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services.
The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries.
We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
JOB DESCRIPTION We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.
com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We’re proud to lead the U.
S.
in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.
S.
households.