Client Associate, Real Estate Banking
JPMorganChase
San Francisco, CA2+ yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- 2 years+ of experience
- Must know
- Financial modelingExcelMicrosoft Office
- Work
- On-site in San Francisco
- Pay
- Not stated by the employer.
- Skill demand
- Microsoft Office45%Excel36%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 6, 2026 · still open
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About the Role
Client Associate - Real Estate Banking at JPMorganChase.
About the Team
Join a team providing customized financing and payment solutions to top-tier commercial real estate owners, developers, investors, operating companies, investment funds, and trusts.
Key Responsibilities
- Support and deliver value-added solutions to clients and prospects to help them achieve their goals and maximize revenues.
- Foster strong internal relationships with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking, and other relevant groups to identify client and prospect needs.
- Assist REB Client Executives with financial modeling, prescreening, market sizing, and client planning analysis.
- Support firm-wide risk management and adherence to policy & regulatory compliance standards, including AML/KYC, credit exposure, daily transactional risks, and reputational risks.
Requirements & Tech Stack
- BS/BA degree
- Experience in building and maintaining positive client relationships.
- Superior Excel, Word, and Power Point skills.
- Excellent problem-solving skills.
- Excellent oral and written communication skills.
- Superior analytical, quantitative, leadership, and interpersonal skills.
- Keen attention to detail.
- Proactive and creative mindset.
- Proven ability to multitask and meet deadlines in a fast-paced environment.
Preferred Qualifications
- 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate.
- Completion of a major corporate bank credit training program (or equivalent corporate banking/corporate finance experience).