Relationship Executive Global Banking — Venture Capital Coverage Team, Technology Coverage Managing Director
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
Description
Relationship Executive - Global Banking Venture Capital Coverage Team Technology Coverage Managing Director
The Venture Capital Relationship Team is a key component of the firms overall Innovation Economy (IE) business covering venture capital firms and partners in early and growth stage companies.
Role Summary
- Lead coverage of Technology-focused venture capital firms as a Managing Director within JPMorgan Chases Global Banking partnering across the Commercial & Investment Bank Private Bank Credit and Global Technology to deliver the full J.P. Morgan platform to VC firms General Partners and portfolio companies across the lifecycle.
- Champion a culture of innovation and client-centricity; stay current on industry trends to identify opportunities for innovation strategic partnerships and improved client outcomes.
- Drive operating excellence by leveraging automation and existing technical infrastructure to scale coverage and efficiency while embracing new technologies.
Key Responsibilities
- Relationship leadership
- Expand senior relationships with Technology-focused VC firms (GPs firm leadership Partners) across the US; serve as a strategic advisor on exit pathways venture debt and capital markets readiness for portfolio companies.
- Mobilize internal networks and firmwide resources to deepen client relationships and deliver integrated solutions.
- Origination and advisory
- Apply prior Technology IB expertise to identify and originate multi-product solutions: M&A advisory equity (IPO follow-on convertible) debt (IG/HY/DCM) private capital and venture/growth financing.
- Provide sector-specific strategic insights and content (valuation market updates precedents comparables) across enterprise/cloud internet/consumer tech fintech AI and applied technology.
- Demonstrate disciplined sales management: pipeline development forecasting and consistent attainment of revenue and origination goals.
- Cross-platform partnership
- Orchestrate cross-sell across Investment Banking Markets Commercial Bank (credit treasury payments) and the Private Bank.
- Risk controls and franchise stewardship
- Uphold regulatory control suitability and reputational risk standards; ensure KYC/AML completeness; maintain strong CRM hygiene.
- Contribute to team development mentorship and a disciplined operating cadence.
- Operating excellence
- Demonstrate strong organization and prioritization under pressure; adapt to changing business priorities and multitask effectively.
Required Qualifications Capabilities and Skills
- Bachelors degree required; formal credit training strongly preferred.
- 10 years of relevant banking/coverage experience including Technology investment banking and/or VC relationship coverage; demonstrated track record advising Technology companies across M&A and capital markets and engaging at the C-suite/board level.
- Deep Technology sector expertise with strong corporate finance knowledge across M&A ECM DCM private capital; familiarity with venture/growth structures (convertibles preferred equity venture debt).
- Proven ability to originate lead and execute complex multi-product transactions; consistent record of meeting/exceeding sales and business development goals.
- Strong experience with banking products for VC firms and their portfolio companies; ability to mobilize internal networks and resources across lines of business.
- Excellent verbal and written communication content creation and presentation skills; strong interpersonal and influencing skills with senior business and control partners.
Preferred Qualifications Capabilities and Skills
- Completion of a recognized IB analyst/associate program or bank credit training program; MBA or advanced degree preferred.
- Strong regulatory and control knowledge; disciplined pipeline management and operating cadence; self-directed proactive and creative problem-solving with sound judgment in ambiguity.
- Established network within Technology VC growth equity and entrepreneur ecosystems; VC-focused product familiarity preferred; thought leadership presence a plus.
- Exceptional organizational skills with ability to prioritize under tight deadlines.
Licensing and Regulatory
- FINRA Series 79 and 63 required; unlicensed candidates will be considered and must obtain within 90 days of start date to remain in the role.
- FINRA Series 24 required or must be obtained within 180 days of hire if supervisory responsibilities or role scope necessitate it.
- This position is subject to Section 19 of the Federal Deposit Insurance Act; employment contingent upon JPMorgan Chases review of criminal conviction history including pretrial diversions or program entries.
Required Experience:
Director
Key Skills
About Company
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 ov ... View more
