Trade Services Associate II - Wholesale Lending Services

Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of a company that supports your professional journey and offers exciting challenges.

As a TTrade Services Associate II - Wholesale Lending Services within the Wholesale Loan Services (WLS) team at JPMorgan Chase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement. While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services.

You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform. Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements. Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading 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. This position requires meticulous analysis of legal documentation and the ability to operate quickly in a short time frame.

You will need to be a critical thinker with keen attention to detail.

• Source and prepare confidential information for distribution to clients. This entails preparing web-based data rooms on Intralinks and granting clients access to information.
• Create and maintain a Portfolio of data rooms over web-based Intralinks application.
• 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.
• Review, track and post documentation to Intralinks sites.
• Field ad-hoc inquiries from internal and external clients.
• Coordinate accuracy of Intralinks sites with Loan and Agency Services, offshore Intralinks 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.
• Work on ad-hoc projects.
• Present business update to functional manager.
• 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.
• Initiate and effect positive change and continuous improvement; communicate effectively to articulate implications of change.

• Heavy knowledge of Syndicated loan lifecycle and Intralinks.
• 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.
• Demonstrated experience operating 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.
• Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
• Proficiency in Microsoft Office Suite, particularly Excel, along with advanced digital literacy for integrating innovative technologies in trade services.
• Ability to thrive in fast-paced environments, maintaining a detail-oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities.
• Demonstrated capability to work collaboratively in team settings, with a solid knowledge of trading systems and financial markets, and a strong commitment to delivering high-quality results.

• Undergraduate degree plus a minimum of 2 years of Syndicated Loan experience or equivalent is highly preferred.
• Experience reading and interpreting loan documentation or related experience dealing with legal documentation, paralegal background highly preferred.

JPMorgan

Chase, 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,…