Associate Banker - Equipment Finance- Associate

JPMorgan

Chase is seeking a highly motivated, proactive Associate to join our Equipment Finance group. This role is ideal for individuals with strong analytical, organizational, client-service, and relationship-management skills who are ready to take greater ownership of deal execution, portfolio support, client servicing, and business development activities. The Associate will serve as a key partner to Senior Originators, Portfolio Managers, bankers, and internal teams while continuing to build technical expertise, client‑management capabilities, and leadership skills within the equipment finance business.

As an Associate Banker in Equipment Finance, you will support end‑to‑end deal execution and ongoing portfolio and client needs, helping drive transactions forward through effective coordination, strong attention to detail, and responsive client service. You will partner closely with internal stakeholders to deliver solutions, maintain operational excellence, and contribute to the growth of the Equipment Finance franchise.

• Manage deals end‑to‑end from initial engagement through execution; coordinate stakeholders and proactively manage timelines and deliverables.
• Support Senior Originators by preparing materials, coordinating meetings, tracking pipeline activity, and helping drive deal progress.
• Prepare and submit deal opportunities, supporting documentation, pricing models, and opportunity memos; understand model inputs and support accurate pricing and structuring.
• Support transaction structuring and term sheet preparation.
• Serve as a primary client contact for account inquiries (e.g., payoff quotes, invoices, lien releases, designated coverage needs).
• Partner with Portfolio Service and internal stakeholders to resolve servicing issues and maintain strong client support.
• Support client calls/meetings by preparing notes, confirming logistics, documenting call details, and contributing to discussions as appropriate.
• Engage bankers, clients, and internal partners to address requests, deliver solutions, and support broader business development efforts.

• 3+ years of experience in a similar banking, venture, credit, or treasury role.
• Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience).
• Strong analytical, organizational, communication, and problem‑solving skills.
• Proficiency in Microsoft Excel.
• Experience with Salesforce or similar CRM platforms/tools.
• Ability to manage multiple priorities while maintaining accuracy, timeliness, and attention to detail.

• Experience with equipment finance structures and related documentation is preferred, though training may be provided.
• Familiarity with loans, commercial leases, pricing models, transaction documentation, and/or equipment finance structures.
• Demonstrated initiative, reliability, accountability, and willingness to learn.
• Strong interest in client service, relationship management, and business development.
• Proven ability to collaborate effectively across originators, portfolio managers, bankers, credit partners, operations teams, and service teams.

JPMorgan

Chase, 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,…