Website JPMorgan Chase & Co.
About JPMorgan Chase & Co.
JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under its J.P. Morgan and Chase brands, the company serves millions of customers in the United States and many of the world’s most prominent corporate, institutional and government clients. JPMorgan Chase is committed to creating an inclusive work environment and focuses on diversity, equity, and inclusion. As part of its corporate responsibility, the firm strives to contribute to a sustainable and equitable economy, partnering with various organizations to support community development and financial health.
About this Role
Join the Impact Finance (IF) team as an Associate to support capital deployment to partners focused on fostering healthy, resilient communities, and a strong economy. IF invests the firm’s principal capital to advance JPMorgan Chase’s impact objectives with a focus on four key issue areas: Careers & Skills, Financial Health & Wealth Creation, Housing Access & Affordability, and Business Growth & Entrepreneurship. The IF team operates as a multi-asset impact investing and lending platform, where products include investments as a Limited Partner in funds such as affordable housing funds and Small Business Investment Companies (SBICs), alongside providing low-cost loans to mission-driven financial intermediaries like Community Development Financial Institutions (CDFIs). As an Associate of Fund Investing on the Impact Finance team, you will play a significant role in advancing the firm’s principal impact investing strategy. You will be instrumental in helping to originate, structure, and execute new investments in private equity and private credit funds, supporting meaningful social outcomes. Working closely with senior stakeholders across the firm, you will contribute to the growth and direction of our impact platform.
Responsibilities
- Support the sourcing, evaluation, and management of a diversified portfolio of mission-driven fund investments and other Impact Finance products.
- Serve as a point of contact for prospective and existing fund managers.
- Conduct due diligence for new funds, including investment and operational diligence.
- Prepare and present investment materials to the Impact Finance Equity Investment Committee, influencing key allocation decisions.
- Support negotiations with counterparties on investment terms and legal agreements.
- Support ongoing portfolio management, including conducting performance analysis, benchmarking, and valuation reviews.
- Collaborate with colleagues across Corporate Responsibility and Lines of Business to help set and align strategic and impact objectives.
- Conduct impact assessments for each investment opportunity, partnering with colleagues in Global Philanthropy.
Requirements
- 3+ years of transaction experience in investment banking, private equity, venture capital, private credit, real estate, community development banking, or corporate finance.
- Bachelor’s Degree in Finance, Economics, or other related field.
- Demonstrated passion for affordable housing, small business growth, development finance, and/or impact investing.
- Strong written and verbal communication skills with ability to leverage Microsoft Office (particularly Excel and PowerPoint) and novel technologies to produce deliverables.
- Strong judgment, initiative, and prioritization skills; adept at managing multiple workstreams and deadlines to drive results.
- Experience in a fund-of-funds investment role, an equity fund diligence role, or real estate evaluation role is preferred.
- Familiarity with financial modeling, including performance metrics such as IRR and MOIC; experience with fund cash flow modeling and metrics.
Benefits
- Competitive total rewards package, including base salary based on role, experience, skill set, and location.
- Commission-based pay and/or discretionary incentive compensation for eligible roles.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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