Impact Finance, Associate - Fund Investing

Job Description

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.

• 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 counter parties 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

• 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 another related field
• Demonstrated passion for affordable housing, small business growth, development finance, and/or impact investing
• Strong written and verbal communication skills with the 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 work streams and deadlines to drive results

• 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

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. 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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.