Senior Fund Banking Associate — Emerging PE & VC

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site health & wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

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

You will work with solutions teams and Private Bankers to guide clients on balance sheets, investments, and credit while managing a significant client portfolio. In this role you will collaborate with cross-LOB colleagues, leverage your market expertise, and uphold strict risk controls as you expand the

Qualifications

• Three-plus years of experience in Private Banking or Financial Services.
• Bachelor’s degree required.
• Series 7, 66 required for the position (unlicensed candidates may apply 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 with 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, marketing follow-up, and CRM insights to deepen relationships and 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 that solutions align with clients’ short-, medium-, and long-term objectives.
• Adhere to risk and control policies, regulatory guidelines and security measures.

Skills

Private Banking

Relationship management

Sales track record

Financial services knowledge

Team collaboration

Education

Bachelor's degree

Tools

Series 7

Series 66

Job description

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

You will work with solutions teams and Private Bankers to guide clients on balance sheets, investments, and credit while managing a significant client portfolio. In this role you will collaborate with cross-LOB colleagues, leverage your market expertise, and uphold strict risk controls as you expand the