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Chase · 1 month ago

Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director

560 Mission St, San Francisco, CA, 94105, US

Full-time

Onsite

Senior Level, Lead/Staff

$245K/yr - $400K/yr

10+ years exp

Chase is one of the oldest financial institutions, providing innovative financial solutions globally. The Managing Director within the Venture Capital Relationship Team will shape investor coverage strategy and enhance relationships within the North America Venture Capital space.

BankingFinancial Services

Responsibilities

Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms

Support the firm’s efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies

Take ownership of the client experience and drive outcomes for the firm’s portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets

Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners

Qualification

Venture Capital knowledgeCreditCorporate financeRelationship buildingLife Sciences industry knowledgeInvestment banking trainingClient relationship skillsRegulatory knowledgeFINRA licenses 79Strategic thinkingTeam collaboration

Required

Bachelor's degree required

Extensive Life Sciences industry and product knowledge across the Innovation Economy

Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners

Knowledge of credit, corporate finance, treasury, commercial, and investment banking products

Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills

Preferred

Completion of a recognized bank credit training or investment banking training program

MBA preferred

Strategic thinker who supports the goals and direction of the firm

Ability to partner across lines of businesses and leverage internal resources

Strong knowledge of regulatory and control framework

FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role