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Internship

2025 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst Program

🚀 Summer Internship

San Francisco +1

AI generated summary

  • You must be fluent in Mandarin & English, graduating between Dec 2025-Jun 2026, authorized to work in the U.S., have exceptional communication and analytical skills, interest in financial markets, and ability to thrive in a fast-paced environment.
  • You will work with teams to develop strategies, recommend investment solutions, conduct research, analyze market activities, and grow your professional network through mentorship and learning sessions.

Summer Internship

Accounting & Tax, Banking & FinanceSan Francisco, New York

Description

  • The Global Families Group works exclusively with international individuals and families who have investments, business interests and family circumstances across the United States and the Asia Pacific region. Based in San Francisco, the team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients that are primarily based in the Greater China region and California.
  • If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have a role for you. Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise.
  • Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, global investment specialists, wealth advisors, and lending specialists. 
  • Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills. 

What to expect:

  • Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.

Requirements

  • If you're highly-driven and enjoy working in teams to develop complex solutions, this is the role for you.
  • Key skills include:
  • Fluency in verbal & written Mandarin and English is mandatory, other Chinese dialects such as Cantonese and Taiwanese are a plus.
  • Expected graduation date of December 2025 – June 2026 from Bachelor’s or Master’s program.
  • Authorization to work in the U.S.
  • JPMorgan Chase will provide assistance with F-1 STEM optional practical training (OPT) and curricular practical training (CPT).
  • Exceptional interpersonal, communication, analytical and problem-solving skills
  • Excellent organizational skills and ability to multitask
  • Genuine interest in financial markets and macro-level economic trends
  • Ability to thrive in a fast-paced, collaborative environment
  • Highly inquisitive, focused and pro-active
  • Good judgment and discretion when working with confidential information

Education requirements

Currently Studying

Area of Responsibilities

Accounting & Tax
Banking & Finance

Responsibilities

  • Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
  • Partner with bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' portfolios
  • Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs
  • Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

Details

Work type

Full time

Work mode

office

Application deadline

Oct 1, 2024

Location

San Francisco, New York