PLP Firm Specialist, Associate

About the job

Wealth Management - Private Bank –Firm Specialist

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Within the Private Bank’s Financial Sponsors Group (FSG), private equity and venture capital firms are offered management company lines of credit, fund sublines, and professional loan programs. The Firm Management Team (FMT) staffed by Firm Managers (FM), will support FSG clients by overseeing day-to-day execution and lifecycle management across these products. FMs serve as the primary point of contact for portfolio-related client asks and coordinate closely with lenders, underwriting, credit risk, bankers, legal, and department managers to promote discipled execution and consistent portfolio oversight.

Primary Function:

• Serve as the primary coordination point for portfolio-related client requests and ongoing facility management.

• Manage annual reviews, renewals, amendments, subsequent originations, covenant compliance, borrowing-base requirements, and other portfolio maintenance activities.

• Coordinate credit execution across underwriting, credit risk, legal, closing, operations, and other internal stakeholders.

• Preview client requests, evaluate execution requirements, and coordinate necessary approvals.

• Prepare or coordinate term sheets, diligence requests, underwriting submissions, documentation, booking, and post-closing activities.

• Serve as the client-facing escalation point for covenant matters, annual review requirements, execution issues, and persistent non-response.

• Maintain sponsor-level one-pagers containing relationship information, lending exposure, key facility terms, internal coverage, material developments, and upcoming obligations.

• Participate in pipeline and client meetings and provide clear status reporting on active transactions and portfolio requirements.

• Partner with offshore analysts by assigning work, reviewing deliverables, approving client communications, and managing open items.

• Identify portfolio trends, recurring client issues, process gaps, and opportunities to improve execution.

• Support consistent application of policies, procedures, controls, and quality standards across the portfolio.

Qualifications:

• 2 years of experience in Finance, Wealth Management or Banking preferred

• A Bachelor’s Degree

• Demonstrated ability for sales and client relationship management

• Strong communication, decision-making and interpersonal skills

• Excellent organizational and time-management skills and attention to detail

• Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision

• Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF

About Us

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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Additional Information

• Job Identification: 210802301
• Job Category: Capital Advisory
• Posting Date: 2026-10-21
• Job Schedule: Full time
• Locations: 1 Front St, San Francisco, CA, 94111, US ()