Wealth Management - Private Bank –Firm Specialist

 

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. 

 

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. 

 

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

 

Within the Private Bank’s Financial Sponsors Group (FSG), private equity and venture capital firms are offered management company lines of credit, fund sublines, and professional loan programs. The Firm Management Team (FMT) staffed by Firm Managers (FM), will support FSG clients by overseeing day-to-day execution and lifecycle management across these products. FMs serve as the primary point of contact for portfolio-related client asks and coordinate closely with lenders, underwriting, credit risk, bankers, legal, and department managers to promote discipled execution and consistent portfolio oversight. 

 

 

Primary Function:

• Serve as the primary coordination point for portfolio-related client requests and ongoing facility management.
• Manage annual reviews, renewals, amendments, subsequent originations, covenant compliance, borrowing-base requirements, and other portfolio maintenance activities.
• Coordinate credit execution across underwriting, credit risk, legal, closing, operations, and other internal stakeholders.
• Preview client requests, evaluate execution requirements, and coordinate necessary approvals.
• Prepare or coordinate term sheets, diligence requests, underwriting submissions, documentation, booking, and post-closing activities.
• Serve as the client-facing escalation point for covenant matters, annual review requirements, execution issues, and persistent non-response.
• Maintain sponsor-level one-pagers containing relationship information, lending exposure, key facility terms, internal coverage, material developments, and upcoming obligations.
• Participate in pipeline and client meetings and provide clear status reporting on active transactions and portfolio requirements.
• Partner with offshore analysts by assigning work, reviewing deliverables, approving client communications, and managing open items.
• Identify portfolio trends, recurring client issues, process gaps, and opportunities to improve execution.
• Support consistent application of policies, procedures, controls, and quality standards across the portfolio.

 

Qualifications:

• 2 years of experience in Finance, Wealth Management or Banking preferred

• A Bachelor’s Degree

• Demonstrated ability for sales and client relationship management

• Strong communication, decision-making and interpersonal skills

• Excellent organizational and time-management skills and attention to detail

• Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision

• Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF