Impact Finance, Associate - Fund Investing
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 JPMorganChase's impact objectives with a focus on four key issue areas: Careers & Skills, Financial Health & Wealth Creation, Housing Access & Affordability, and Business Growth & Entrepreneurship. IF operates as a multi-asset impact investing and lending platform and its products include investments as a Limited Partner in funds, such as affordable housing funds and Small Business Investment Companies (SBICs), and low-cost loans to mission-driven financial intermediaries, such as Community Development Financial Institutions (CDFIs).
As an Associate of Fund Investing on the Impact Finance team, you will play a key role in advancing the firm's principal impact investing strategy. In this position, you will help originate, structure and execute new investments in private equity and private credit funds that support meaningful social outcomes. You will work closely with senior stakeholders across the firm, contributing to the growth and direction of our impact platform.
Job 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
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- 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
Required qualifications, skills, and capabilities:
- 3+ years of transaction experience in investment banking, private equity, venture capital, private credit, real estate, community development banking, or corporate finance
- Bachelors 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
Preferred qualifications, skills, and capabilities:
- Experience in a fund-of-funds investment role, an equity fund diligence role, or real estate evaluation role
- Familiarity with financial modeling, including performance metrics such as IRR and MOIC; experience with fund cash flow modeling and metrics
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
The Corporate Responsibility (CR) department mission is to advance a stronger, more durable and safe financial system and an inclusive economy and society for clients, customers and communities around the world. The department includes sub-departments focused on policy advocacy and lobbying, philanthropy, sustainability, impact finance, community engagement and data analysis and research.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion