Fund Banking Senior Associate - PE & VC Solutions

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Fund Banker to advise emerging private equity and venture capital firms on banking, cash management, and lending solutions within the Private Bank.

You will work with solutions teams and Private Bankers across markets to guide clients on balance sheet needs and showcase private banking capabilities. The role requires strong sales, investments, credit, and banking knowledge, with a focus on building enduring client relationships, cross-LOB collaboration,

Qualifications

• Three-plus years of experience in Private Banking or Financial Services.
• Bachelor's degree required.
• Series 7, 66 licenses required for the position (unlicensed candidates may be considered but must obtain licenses within 90 days).
• Proven sales success and strong business acumen.
• Team-oriented mindset and ability to excel in a fast-paced environment.
• Experience or understanding of investments, credit, and banking concepts.
• Passion for delivering an outstanding client experience.

Responsibilities

• Build and maintain strong relationships with a diverse client base by earning trust, understanding their needs, providing tailored advice, and delivering an exceptional client experience.
• Reconnect with dormant clients through proactive outreach and CRM insights to deepen relationships that drive revenue growth.
• Collaborate with internal specialists to deliver interdisciplinary expertise and holistic solutions to clients.
• Generate referrals and acquire new assets from both existing clients and internal networks.
• Partner with Private Bank and cross-LOB colleagues to build a robust referral network for individuals and portfolio companies.
• Connect clients to the right partners across the JPMorgan Chase & Co. ecosystem to support long-term goals.
• Ensure solutions align with clients' short-, medium-, and long-term objectives.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Skills

Sales experience

Client relationship management

Financial services knowledge

Team-oriented mindset

Communication and presentation

Problem solving

Education

Bachelor's degree

Tools

Series 7

Series 66

Job description

JPMorgan Chase & Co. in New York seeks a Fund Banker to advise emerging private equity and venture capital firms on banking, cash management, and lending solutions within the Private Bank.

You will work with solutions teams and Private Bankers across markets to guide clients on balance sheet needs and showcase private banking capabilities. The role requires strong sales, investments, credit, and banking knowledge, with a focus on building enduring client relationships, cross-LOB collaboration,