Investment Banking - Private Capital Solutions - Associate

Location: San Francisco, CA, United States

Job Family: Associates

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. Our Investment Banking division, particularly the Private Capital Solutions team in San Francisco, plays a pivotal role in helping clients navigate the complexities of private markets. We are seeking a highly skilled and experienced Investment Banking Associate to join this dynamic team. In this role, you will contribute to advising private equity firms, venture capital funds, and institutional investors on fundraising, capital raising, and strategic financing solutions. Based in the heart of the Bay Area's tech ecosystem, you will work on high-profile deals that drive innovation and growth in emerging sectors like technology, healthcare, and sustainable investing. As an Associate in Private Capital Solutions, your primary focus will be on executing end-to-end transaction processes, from initial client consultations to deal closure. You will build sophisticated financial models to evaluate investment opportunities, prepare compelling marketing materials to attract top-tier investors, and collaborate closely with senior team members to deliver tailored advisory services. This position demands a deep understanding of private debt, equity placements, and hybrid financing structures, ensuring that our clients—ranging from mid-market funds to large-scale alternative asset managers—achieve optimal capital deployment. At JP Morgan Chase, you will leverage our unparalleled market intelligence and global platform to provide strategic insights that differentiate us in a competitive landscape. We value associates who thrive in a collaborative yet high-pressure environment, where intellectual curiosity and precision are paramount. This role offers significant exposure to senior leadership and direct client interaction, accelerating your career trajectory within one of the world's most prestigious investment banks. Join JP Morgan Chase to be part of transformative deals that shape the future of private capital, while benefiting from our commitment to professional growth, diversity, and inclusion. If you are passionate about financial services and ready to make an impact in San Francisco's vibrant financial community, we encourage you to apply.

Key Responsibilities

• Develop and execute fundraising strategies for private equity, venture capital, and alternative investment funds
• Conduct financial analysis, including modeling cash flows, LBOs, and DCF valuations for client portfolios
• Advise clients on capital structure optimization and private debt solutions
• Prepare pitch books, teasers, and marketing materials for investor outreach
• Collaborate with senior bankers to structure deals and negotiate terms with institutional investors
• Perform due diligence on potential investments and market research on private capital trends
• Support origination efforts by identifying and pitching to high-net-worth individuals and family offices
• Monitor portfolio performance and provide ongoing advisory services to fund managers
• Ensure compliance with JP Morgan Chase's risk management and regulatory standards
• Contribute to team initiatives in the San Francisco office, fostering client relationships in the tech and innovation sectors

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• MBA or advanced degree preferred, with 2-4 years of relevant experience in investment banking or private equity
• Strong understanding of financial modeling, valuation techniques, and capital markets
• Proven track record in deal execution within private capital advisory or fundraising
• Excellent analytical skills with proficiency in Excel and financial databases
• Ability to work in a fast-paced, high-stakes environment
• FINRA Series 7 and 63 licenses or willingness to obtain them

Preferred Qualifications

• Experience in private capital solutions, including direct lending, mezzanine financing, or equity fundraising
• Prior internship or role at a bulge-bracket investment bank like JP Morgan Chase
• Knowledge of regulatory frameworks in private markets and ESG investing
• Fluency in additional languages, particularly for cross-border deals
• CFA Level I or II certification

Required Skills

• Financial modeling and valuation expertise
• Proficiency in Microsoft Excel, PowerPoint, and Bloomberg
• Strong quantitative and analytical abilities
• Excellent written and verbal communication skills
• Attention to detail and accuracy in data handling
• Ability to manage multiple priorities under tight deadlines
• Team collaboration and interpersonal skills
• Knowledge of private markets and alternative investments
• Problem-solving and strategic thinking
• Client relationship management
• Regulatory compliance awareness
• Adaptability to dynamic market conditions
• Research and data interpretation skills
• Presentation and pitching capabilities
• Ethical judgment in high-stakes financial decisions

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching
• Generous paid time off and flexible work arrangements
• Professional development programs, including tuition reimbursement for advanced degrees
• Employee stock purchase plan and financial wellness resources
• Access to JP Morgan's global network and mentorship opportunities
• Wellness programs, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.