Job Description

JPMorganChase is seeking a highly motivated, proactive Associate to join our Equipment Finance group. This role is ideal for individuals with strong analytical, organizational, client-service, and relationship-management skills who are ready to take greater ownership of deal execution, portfolio support, client servicing, and business development activities. The Associate will serve as a key partner to Senior Originators, Portfolio Managers, bankers, and internal teams, while continuing to build technical expertise, client-management capabilities, and leadership skills within the equipment finance business.

As an Associate Banker in Equipment Finance, you will support end-to-end deal execution and ongoing portfolio and client needs, helping drive transactions forward through effective coordination, strong attention to detail, and responsive client service. You will partner closely with internal stakeholders to deliver solutions, maintain operational excellence, and contribute to the growth of the Equipment Finance franchise.

Job Responsibilities

• Manage deals end-to-end from initial engagement through execution; coordinate stakeholders and proactively manage timelines and deliverables.
• Support Senior Originators by preparing materials, coordinating meetings, tracking pipeline activity, and helping drive deal progress.
• Prepare and submit deal opportunities, supporting documentation, pricing models, and opportunity memos; understand model inputs and support accurate pricing and structuring.
• Support transaction structuring and term sheet preparation.
• Serve as a primary client contact for account inquiries (e.g., payoff quotes, invoices, lien releases, designated coverage needs).
• Partner with Portfolio Service and internal stakeholders to resolve servicing issues and maintain strong client support.
• Support client calls/meetings by preparing notes, confirming logistics, documenting call details, and contributing to discussions as appropriate.
• Engage bankers, clients, and internal partners to address requests, deliver solutions, and support broader business development efforts.

Required qualifications, capabilities and skills

The ideal candidate brings relevant banking/credit/treasury experience, strong execution and communication skills, and comfort with analytical tools and CRM platforms.

• 3+ years of experience in a similar banking, venture, credit, or treasury role.
• Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent work experience).
• Strong analytical, organizational, communication, and problem-solving skills.
• Proficiency in Microsoft Excel.
• Experience with Salesforce or similar CRM platforms/tools.
• Ability to manage multiple priorities while maintaining accuracy, timeliness, and attention to detail.

Preferred qualifications, capabilities and skills

• Experience with equipment finance structures and related documentation is preferred, though training may be provided.

• Familiarity with loans, commercial leases, pricing models, transaction documentation, and/or equipment finance structures.
• Demonstrated initiative, reliability, accountability, and willingness to learn.
• Strong interest in client service, relationship management, and business development.
• Proven ability to collaborate effectively across originators, portfolio managers, bankers, credit partners, operations teams, and service teams.