What are the responsibilities and job description for the Relationship Executive - Global Banking — Venture Capital Coverage Team, Technology Coverage Managing Director position at JPMorganChase?
Relationship Executive - Global Banking — Venture Capital Coverage Team, Technology Coverage Managing Director
The Venture Capital Relationship Team is a key component of the firm’s 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 Chase’s 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
- Bachelor’s 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 Chase’s review of criminal conviction history, including pretrial diversions or program entries.
ABOUT US
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
ABOUT THE TEAM
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.