Trade Services Associate Virtual Dataroom - Coordinator
Job Description
Join a team that supports your career growth, advancement and expanding opportunities! At JPMorgan Chase we take pride in valuing our employees' individualities, while supporting an inclusive culture of teamwork.
As a Trading Services Associate within Wholesale Lending Services, you will be responsible for the information management, review, and delivery of all documents received in connection with the Credit Portfolio Group, the Credit Trading Desk, and the Total Return Swap Desk's responsibility to provide relevant documentation to their clients and potential clients. Dataroom Management, a team within Wholesale Loan Services, manages the handlings of confidential syndicated loan information and its delivery to trade counterparties in the context of domestic and emerging markets secondary loan transactions, loan total return swaps and certain other customized syndicated loan-related transactions. This is carried out in compliance with 'Chinese Wall' information barriers, and in close coordination with Portfolio Managers, Sales, Trading and Research as well as Legal and Compliance, in each case, as appropriate.
Job responsibilities
• Create and maintain a portfolio of Virtual Datarooms
• Review, track, and post documents to Virtual DataRoom sites
• Add external clients / counterparties to Secondary Virtual DataRoom sites
• Manage and facilitates Corporate Actions in conjunction with the Trading Desks in a deadline driven environment
• Analyze legal documentation meticulously
• Manage borrower information flow for the Credit Portfolio Group, Total Return Swap Desk, and the Credit Trading Desk, ensuring adherence to Compliance policies regarding the handling of Private Material Non-Public Information
• Field ad-hoc inquiries from internal and external clients
• Coordinate accuracy of Dataroom sites with Loan and Agency Services, offshore teams, Borrowers, Lenders, Legal, and Compliance
• Develop and maintain long-term relationships with the Credit Portfolio Group, the Credit Trading Desk, Total Return Swap Desk, operations, legal, and compliance to ensure proper and timely posting of all documentation
• Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency
• Identify and address control gaps and efficiency opportunities , taking the appropriate level of risk to deliver scalable, simple and innovative solutions that improve the process
Required qualifications, capabilities, and skills
• Bachelor's degree
• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
• 3 years of relevant financial operational or legal documentation experience
• General understanding of Finance and Loan Products
• Highly organized with the ability to manage a variety of tasks and priorities
• Highly motivated individual with a team - oriented mindset with effective communication and leadership skills
• 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, and strong analytical capability
• Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems
• Meticulous mindset with the ability to multi-task through the practice of strong organizational and time management skills
• Ability to learn quickly, self-motivate, and demonstrate a strong work ethic
Preferred qualifications, capabilities, and skills
• Syndicated loan knowledge specifically in trading/ corporate actions and loan operations
• Knowledge of Virtual Datarooms such as Syndtrak, Debtdomain, and Intralinks
• Experience reading and interpreting loan documentation, legal documents and financial statements
Work schedule
• This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change
This position is not eligible for H1B or Sponsorship
About Us
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Apply Now
Apply Now
Join a team that supports your career growth, advancement and expanding opportunities! At JPMorgan Chase we take pride in valuing our employees' individualities, while supporting an inclusive culture of teamwork.
As a Trading Services Associate within Wholesale Lending Services, you will be responsible for the information management, review, and delivery of all documents received in connection with the Credit Portfolio Group, the Credit Trading Desk, and the Total Return Swap Desk's responsibility to provide relevant documentation to their clients and potential clients. Dataroom Management, a team within Wholesale Loan Services, manages the handlings of confidential syndicated loan information and its delivery to trade counterparties in the context of domestic and emerging markets secondary loan transactions, loan total return swaps and certain other customized syndicated loan-related transactions. This is carried out in compliance with 'Chinese Wall' information barriers, and in close coordination with Portfolio Managers, Sales, Trading and Research as well as Legal and Compliance, in each case, as appropriate.
Job responsibilities
• Create and maintain a portfolio of Virtual Datarooms
• Review, track, and post documents to Virtual DataRoom sites
• Add external clients / counterparties to Secondary Virtual DataRoom sites
• Manage and facilitates Corporate Actions in conjunction with the Trading Desks in a deadline driven environment
• Analyze legal documentation meticulously
• Manage borrower information flow for the Credit Portfolio Group, Total Return Swap Desk, and the Credit Trading Desk, ensuring adherence to Compliance policies regarding the handling of Private Material Non-Public Information
• Field ad-hoc inquiries from internal and external clients
• Coordinate accuracy of Dataroom sites with Loan and Agency Services, offshore teams, Borrowers, Lenders, Legal, and Compliance
• Develop and maintain long-term relationships with the Credit Portfolio Group, the Credit Trading Desk, Total Return Swap Desk, operations, legal, and compliance to ensure proper and timely posting of all documentation
• Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency
• Identify and address control gaps and efficiency opportunities , taking the appropriate level of risk to deliver scalable, simple and innovative solutions that improve the process
Required qualifications, capabilities, and skills
• Bachelor's degree
• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
• 3 years of relevant financial operational or legal documentation experience
• General understanding of Finance and Loan Products
• Highly organized with the ability to manage a variety of tasks and priorities
• Highly motivated individual with a team - oriented mindset with effective communication and leadership skills
• 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, and strong analytical capability
• Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems
• Meticulous mindset with the ability to multi-task through the practice of strong organizational and time management skills
• Ability to learn quickly, self-motivate, and demonstrate a strong work ethic
Preferred qualifications, capabilities, and skills
• Syndicated loan knowledge specifically in trading/ corporate actions and loan operations
• Knowledge of Virtual Datarooms such as Syndtrak, Debtdomain, and Intralinks
• Experience reading and interpreting loan documentation, legal documents and financial statements
Work schedule
• This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change
This position is not eligible for H1B or Sponsorship
About Us
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Apply Now
Apply Now