Impact Finance & Advisory - Credit Solutions - Associate

JPMorgan Chase • New York, NY • 16h ago

Impact Finance & Advisory invests the Firm's principal capital to advance JPMorganChase's impact objectives with a focus on four key issue areas: Careers and Skills, Financial Health & Wealth Creation, Community Development, and Business Growth & Entrepreneurship. IFA operates as a multi-asset impact investing and lending platform and its products include: low-cost loans to mission-driven financial intermediaries, such as Community Development Financial Institutions (CDFIs); investments as a Limited Partner in funds; and investments in early-stage, mission-driven companies.

As an Associate in the Corporate Responsibility Impact Finance & Advisory Credit Solutions team, you will support the origination and ongoing portfolio management for loans to CDFIs, loans to funds managed by CDFIs, and LP investments in credit funds. With your experience in community development banking, commercial real estate, investment banking, or corporate banking, you will apply your financial acumen to support economic opportunity for all.

Job responsibilities

Support transaction sourcing, evaluation and portfolio management

Conduct extensive due diligence on new investment opportunities, primary and secondary research, and other organization-specific analysis

Support negotiation and execution of term sheets and loan documentation, including the development of financial covenants

Produce detailed loan and investment committee memoranda and marketing materials, and support presentations on opportunities synthesizing investment rationale, and risks and mitigants with accompanying analysis

Partner proactively and independently with senior managers to provide reporting, valuation updates, and periodic due diligence for originated transactions and a portion of the team's existing portfolio of loans

Work with lines of business, Operations, and other Control Group functions to support booking, accounting, and transaction management

Support impact assessments for each loan or investment opportunity, partnering with IFA's Impact Engagement lead and colleagues in Global Philanthropy

Support ongoing team needs related to business planning, impact reporting, marketing and communications efforts

Required qualifications, capabilities, and skills

A demonstrated passion for affordable housing, small business, development finance, and/or impact investing

At least 2 years of transaction experience in community development banking, corporate finance, investment banking, or lending

Highly analytical mindset with the ability to analyze organizations, lending strategies, and the risk/return characteristics of loan and investment opportunities

Strong Microsoft Office skills (Excel & PowerPoint in particular)

Strong interpersonal and communication skills

Detail-oriented with excellent time management and organization skills

Acts with urgency, initiative, and ownership to drive results

Preferred qualifications, capabilities, and skills

Knowledge of standard bank credit policies and loan administration a plus

Knowledge of CDFIs and experience with various asset classes (e.g., affordable housing or small business) is a plus

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.

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

Base Pay/Salary

Washington,DC $114,000.00 - $160,000.00 / year; New York,NY $114,000.00 - $160,000.00 / year

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