Investment Banking - Family Coverage Group - Vice President

Location: New York, NY, United States

Job Family: Client Management

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. Our Investment Banking division is at the forefront of helping corporations, governments, and institutions raise capital, manage risk, and navigate complex markets. Within this dynamic environment, the Family Coverage Group specializes in serving ultra-high-net-worth families, family offices, and multi-generational enterprises. We are seeking a Vice President to join our New York team, focusing on building long-term advisory relationships and driving bespoke financial solutions that align with the unique needs of family wealth preservation and growth. As a Vice President in the Family Coverage Group, you will play a pivotal role in client management, leveraging JP Morgan's unparalleled resources to advise on strategic transactions such as mergers and acquisitions, equity and debt financings, and succession planning. Your responsibilities will include cultivating key relationships with family principals and advisors, identifying opportunities for cross-divisional collaboration, and leading the execution of high-impact deals. This position demands a client-centric approach, where you will translate complex financial strategies into actionable insights, ensuring seamless integration of JP Morgan's global capabilities to support family legacies. The ideal candidate thrives in a fast-paced, collaborative setting and brings deep expertise in the financial services industry, particularly in coverage banking for affluent clients. At JP Morgan, you will have access to cutting-edge tools, extensive training, and a supportive culture that fosters innovation and professional growth. Join us to contribute to the success of iconic family enterprises while advancing your career in one of the world's most prestigious investment banks.

Key Responsibilities

• Develop and maintain deep relationships with family offices and high-net-worth clients, serving as their primary point of contact for investment banking needs
• Identify and pursue new business opportunities, including advisory on M&A, capital raising, and strategic transactions tailored to family wealth dynamics
• Collaborate with internal teams, including M&A, ECM, and DCM groups, to deliver comprehensive solutions for client mandates
• Conduct market analysis and provide strategic advice on wealth preservation, succession planning, and portfolio diversification
• Lead the preparation of pitch books, financial models, and presentations for client meetings and deal proposals
• Manage deal execution processes, ensuring compliance with regulatory requirements and JP Morgan's risk standards
• Mentor junior bankers and contribute to the growth of the Family Coverage Group within JP Morgan's Investment Banking division
• Monitor industry trends affecting family wealth and proactively advise clients on emerging opportunities and risks
• Coordinate cross-border advisory services for global family enterprises, leveraging JP Morgan's international network

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• 7-10 years of experience in investment banking, with a focus on coverage of family offices, high-net-worth individuals, or private wealth management
• Proven track record in client relationship management and deal execution within the financial services industry
• Strong understanding of capital markets, M&A transactions, and advisory services for ultra-high-net-worth clients
• Series 7 and Series 63 licenses or equivalent FINRA registrations required
• Excellent analytical and financial modeling skills, with experience in structuring complex deals

Preferred Qualifications

• Experience working with family-owned businesses or multi-generational wealth preservation strategies
• Prior role in a coverage group at a bulge-bracket investment bank
• Fluency in additional languages to serve diverse international family clients
• Advanced certifications such as CFA or CPA

Required Skills

• Financial modeling and valuation techniques
• M&A advisory and transaction structuring
• Client relationship management
• Strategic thinking and problem-solving
• Excellent communication and presentation skills
• Analytical and research abilities
• Knowledge of regulatory compliance in investment banking
• Team collaboration and leadership
• Proficiency in Microsoft Office Suite and financial software (e.g., Bloomberg, Capital IQ)
• Understanding of family office dynamics and wealth transfer strategies
• Negotiation and deal-closing expertise
• Risk assessment and management
• Cultural sensitivity for diverse client bases
• Time management in high-pressure environments

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to JP Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible roles in New York

JP Morgan Chase is an equal opportunity employer.