Senior Fund Banking Associate — Emerging PE/VC Clients

J.P. Morgan; New York (NY); On-site; USD 120,000 - 200,000; Full time

Job summary

J.P. Morgan is seeking a Fund Banker to advise Emerging Private Equity & Venture Capital clients on banking, cash management, and lending.

You will work with solutions teams and Private Bankers nationwide, applying investments, banking, and credit expertise to manage a large client portfolio within our institutional platform. This role emphasizes client experience, risk discipline, and cross-LOB collaboration.

Qualifications

• Three-plus years of experience in Private Banking or Financial Services.
• Bachelor's degree required.
• Series 7 and 66 licenses required (unlicensed candidates considered but must obtain licenses within 90 days of start).
• 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, marketing follow-up, and CRM insights to introduce the Fund Banking Group and 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 your existing client base and internal network.
• 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 J.P. Morgan Chase & Co. ecosystem to support their long-term goals.
• Ensure that your solutions align with clients’ short-, medium-, and long-term objectives.
• Uphold the highest standards by strictly adhering to all risk and control policies, regulatory guidelines, and security measures.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Skills

Private Banking

Sales

Client relations

Investments

Credit concepts

Education

Bachelor's degree

Tools

Series 7/66 licenses

Job description

J.P. Morgan is seeking a Fund Banker to advise Emerging Private Equity & Venture Capital clients on banking, cash management, and lending.

You will work with solutions teams and Private Bankers nationwide, applying investments, banking, and credit expertise to manage a large client portfolio within our institutional platform. This role emphasizes client experience, risk discipline, and cross-LOB collaboration.