Job Description
Join our team to coordinate complex syndicated and bilateral loans, ensuring operational excellence in a dynamic environment.
As an Transaction Execution Associate within the Loan Transaction Coordination Team, you will play a crucial role in managing complex loan transactions for our Corporate & Investment Banking, Corporate and Commercial Banking, Markets, and Trade Finance Lines of Business. Your expertise will ensure that all necessary information is reviewed for operational feasibility and optimal execution, partnering with various internal and external stakeholders. If you thrive in a fast-paced environment and have a passion for loan operations, this role is for you.
Job responsibilities
- Maintain and review credit agreement terms across loan structures to ensure JPM standards are followed and track points of contention and drivers to identify market trends and document JPM preferences
- Review, advise, and escalate on product related terms to ensure operational feasibility (currency, pricing, timings, structure, etc.)
- Advise and provide expertise across operations on Credit Agreement provision impacts to workflow
- Tracking and monitoring of each request from inception to completion working to time-critical delivery deadlines
- Partnering across Legal, Business, and Operations departments to resolve problems and recommend enhancements to existing processes, as appropriate
- Building and maintaining relationships with all Lines of Business
- Understanding and prioritising relevant technology enhancements
- Maintaining accurate process and procedure documentation in a timely manner
- Taking the lead or, where needed, participate in projects and act as subject matter expert in working groups across the Firm to enhance process efficiency
Required qualifications, capabilities, and skills
- Experience in a loan operations / transaction management in the origination space, including knowledge of the loan product and syndicated loan business, and an understanding of Credit Agreements
- A proven ability to review legal loan documentation (e.g., Credit Agreements, Term Sheets, Amendments, A&R Credit Agreements, and Fee Letters)
- Able to manage and coordinate complex workflow across multiple teams, communicate effectively across the business and complete assignments accurately and within designated, often pressurised, time frames
- The ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly
- Critical decision-making abilities including the ability to independently identify, escalate, and propose solutions to problems
- A proven track record of leading initiatives, hitting milestones, and succeeding in a team environment
- A proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail
- Strong oral and written communication skills
- Lead by example; set high standards of performance for self and others
Preferred qualifications, capabilities, and skills
- Any language skills
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
