U.S. Private Bank - Associate - Fund Banker

Location: New York, NY, United States

Job Family: Client Advisory

About the Role

J.P. Morgan’s U.S. Private Bank is seeking a dedicated Associate - Fund Banker to join our elite team focused on delivering unparalleled service to Private Equity and Venture Capital firms. In this client-facing role, you will play a pivotal part in advising high-profile clients on sophisticated financial solutions, leveraging J.P. Morgan's global resources and expertise in alternative investments. Based in our New York office, you will contribute to a dynamic environment where innovation meets tradition, helping clients navigate complex fund structures, capital raising, and portfolio optimization in the ever-evolving financial landscape. As a Fund Banker, your core responsibilities will include building and nurturing long-term relationships with fund managers and investors, providing strategic insights on market trends, and collaborating with internal experts to craft bespoke banking products such as credit facilities, treasury services, and advisory on mergers and acquisitions. You will conduct thorough due diligence on investment opportunities, ensure seamless execution of transactions, and uphold J.P. Morgan's commitment to the highest standards of integrity and compliance. This position offers exposure to cutting-edge deals in the private markets, allowing you to grow your expertise while contributing to the firm's reputation as a leader in private banking. We value professionals who thrive in a collaborative, high-stakes setting and are passionate about the intersection of finance and innovation. Joining J.P. Morgan means access to world-class training, mentorship from industry veterans, and opportunities for career progression within one of the most prestigious financial institutions globally. If you have a proven track record in client advisory and a keen interest in private equity, this role is an ideal platform to advance your career while making a tangible impact on our clients' success.

Key Responsibilities

• Serve as a primary point of contact for Private Equity and Venture Capital firms, providing tailored advisory services on fund financing, liquidity solutions, and investment opportunities
• Develop and maintain deep relationships with key stakeholders, including fund managers, general partners, and limited partners, to deliver premiere client service
• Collaborate with cross-functional teams within J.P. Morgan’s U.S. Private Bank to structure customized financial products and solutions
• Conduct due diligence and risk assessments on fund investments, ensuring compliance with internal policies and regulatory standards
• Monitor portfolio performance and market trends to provide proactive insights and recommendations to clients
• Prepare detailed reports, presentations, and proposals to support client meetings and business development initiatives
• Identify and pursue new business opportunities within the private equity and venture capital sectors
• Ensure adherence to J.P. Morgan's risk management frameworks and ethical standards in all client interactions
• Participate in industry events and networking to enhance J.P. Morgan's presence in the alternative investments space

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in private banking, fund services, or client advisory roles within the financial services industry
• Strong understanding of private equity and venture capital fund structures, investment strategies, and regulatory requirements
• Proven track record of managing client relationships with high-net-worth individuals or institutional investors
• Series 7 and Series 63 licenses or equivalent FINRA registrations
• Excellent analytical skills with proficiency in financial modeling and data analysis tools

Preferred Qualifications

• Advanced degree (MBA) or CFA designation
• Experience working with ultra-high-net-worth clients in a private banking environment
• Knowledge of J.P. Morgan's proprietary platforms and wealth management tools
• Prior exposure to alternative investments and fund administration services

Required Skills

• Financial analysis and modeling
• Client relationship management
• Knowledge of private equity and venture capital markets
• Regulatory compliance and risk assessment
• Proficiency in Microsoft Excel and financial software (e.g., Bloomberg, FactSet)
• Strong communication and presentation skills
• Analytical thinking and problem-solving
• Team collaboration and cross-functional coordination
• Attention to detail and organizational skills
• Adaptability to fast-paced environments
• Negotiation and deal structuring
• Ethical decision-making
• Data interpretation and reporting
• Strategic planning
• Customer service orientation

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness initiatives at J.P. Morgan locations
• Global mobility opportunities and career advancement support within the firm

JP Morgan Chase is an equal opportunity employer.