Impact Finance & Advisory Equity Fund Investing, Vice President ID-2975

Description

The Corporate Responsibility (CR) Department  develops goals, policies and initiatives that support the Firm's business strategies, reflect our values, and support the communities where we do business. We know that financial products, in addition to philanthropy, are a critical and sustainable force for good, generating scalable social and environmental impact to address the world’s most pressing challenges.

To that end, Impact Finance & Advisory (IFA), as part of Corporate Responsibility, deploys the Firm’s principal capital to support the philanthropic objectives noted above and strategic initiatives such as our $30bn Racial Equity Commitment. IFA has built out a multi-asset impact investing and lending platform to advance these objectives. The team makes low-cost loans to mission-driven financial intermediaries, such as Community Development Financial Institutions (CDFIs); it also makes equity investments in funds and early-stage, mission-driven companies that advance the Firm’s impact objectives. For more information on the team and its portfolio, please visit  . 

The team’s investments span multiple themes (Affordable Housing, Small Business, Financial Health, the Future of Work, and Sustainability), and contribute to strategic Firm commitments such as the $30bn Path Forward , a commitment to advance racial equity. 

Job Responsibilities

The team is looking for an experienced investment management professional with experience in equity fund diligence who is eager to leverage their financial acumen to drive social good. 

The Impact Finance & Advisory team invests JPMC’s capital to advance its impact objectives across five areas of focus: Careers and Skills, Financial Health & Wealth Creation, Community Development, Business Growth & Entrepreneurship, and Environmental Sustainability. 

As a Vice President on the Equity Fund investing team, you will originate, structure, and execute new LP investments in equity and credit funds. You will play a critical role in the scaling of strategy for the group and engage with senior stakeholders across JPMC.

  • Help drive transaction sourcing, evaluation, and portfolio management
  • Serve as relationship manager and primary point of contact with prospective fund managers, and fund managers in the portfolio 
  • Lead new fund due diligence process including investment due diligence and operational due diligence 
  • Prepare materials for, and lead presentations to, the Impact Finance Investment Committee
  • Lead portfolio management processes, including periodic due diligence, reporting and fund modeling (including performance analysis, benchmarking and valuation)
  • Conduct impact assessments for each investment opportunity, partnering with colleagues in Global Philanthropy 

Required qualifications, capabilities, and skills

  • A demonstrated passion for social enterprise, development finance, and/or sustainability
  • 7+ years of experience in a fund-of-funds investment role, or in an equity fund diligence role, with a preference for candidates with additional experience in investment banking
  • Experience with Affordable Housing, SBIC, or Venture Capital funds preferred
  • Comfort leading execution of equity fund investment transactions
  • Ability to independently formulate business strategy, construct compelling narratives, and present to senior executives
  • Entrepreneurial spirit and comfort with ambiguity
  • Act with urgency, initiative, and ownership to drive results

Impact Finance & Advisory Equity Fund Investing, Vice President ID-2975

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