Senior Associate, Emerging Private Equity & VC Fund Banking

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking a Fund Banker to advise Emerging Private Equity and Venture Capital clients on banking, cash management, and lending solutions.

You’ll collaborate with solutions teams and Private Bankers to guide clients on investments, credit, and balance sheet management. You will manage a sizable client portfolio within a national coverage framework, working with specialists to deliver holistic strategies while maintaining the highest risk and

Qualifications

• Three-plus years of experience in Private Banking or Financial Services.
• Bachelor’s degree required.
• Series 7 and 66 required; unlicensed candidates may apply but must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Team-oriented mindset for a fast-paced environment.
• Experience with investments, credit, and banking concepts.
• Passion for delivering an outstanding client experience.

Responsibilities

• Build and maintain strong client relationships with a diverse client base.
• Reconnect with dormant clients via proactive outreach, marketing follow-up, and CRM insights to deepen relationships and drive revenue.
• Collaborate with internal specialists to deliver holistic solutions to clients.
• Generate referrals and acquire new assets from existing client base and internal network.
• Partner with Private Bank and cross-LOB colleagues to build a robust referral network.
• Connect clients to partners across the JPMorgan Chase & Co. ecosystem to support long-term goals.
• Ensure that solutions align with clients’ short-, medium-, and long-term objectives.
• Uphold risk and control policies, regulatory guidelines, and security measures.

Skills

Relationship building

Sales excellence

Team collaboration

Investments knowledge

Credit banking concepts

Regulatory compliance

Client service mindset

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking a Fund Banker to advise Emerging Private Equity and Venture Capital clients on banking, cash management, and lending solutions.

You’ll collaborate with solutions teams and Private Bankers to guide clients on investments, credit, and balance sheet management. You will manage a sizable client portfolio within a national coverage framework, working with specialists to deliver holistic strategies while maintaining the highest risk and