Private Capital Markets Associate — Lead Banker

Testing Site - JPMC; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Testing Site - JPMC in San Francisco is seeking an Investment Banking Associate to lead private capital market deals and coordinate analytic work across junior bankers. You will refine marketing materials and oversee tailored financial projections, while managing deal risks and client objectives.

The role requires strong client-facing communication, rigorous analytical skills, and the ability to drive complex transactions in a high-pressure environment.

Qualifications

• Experience in an investment banking front office role, focused on private capital markets.
• Proven ability to train and mentor junior bankers.
• Strong written and verbal communication, able to defend ideas concisely.
• Advanced Excel modeling and valuation skills.
• Ability to manage client relationships and communicate with stakeholders.

Responsibilities

• Serve as the primary day-to-day client point of contact and lead banker on private capital market deals.
• Review and coordinate the analytic work of junior bankers to advance the marketing and execution process.
• Refine marketing and execution materials to maximize client impact and engagement.
• Oversee the creation of financial projection models tailored to private capital market transactions.
• Identify and manage all risks associated with deals, ensuring compliance and strategic alignment.
• Liaise with internal and external parties to facilitate successful transactions.
• Lead client negotiations, Q&A processes, and management interviews.

Skills

Front office experience

Private capital markets

Mentoring junior bankers

Advanced Excel modeling

Effective client communication

Tools

Valuation work

Job description

Testing Site - JPMC in San Francisco is seeking an Investment Banking Associate to lead private capital market deals and coordinate analytic work across junior bankers. You will refine marketing materials and oversee tailored financial projections, while managing deal risks and client objectives.

The role requires strong client-facing communication, rigorous analytical skills, and the ability to drive complex transactions in a high-pressure environment.