Associate I - Direct Lending Trade Closer

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 Trading Services Associate I within JPMorganChase, 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.

Job responsibilities



* Work with front office, clients, counsel and operations to settle Direct Lending and Private Placement assignments.


* Establish and maintain strong working relationships with clients/counterparts


* Manage heavy trade portfolio across various lines of business while maintaining a clean ageing profile


* Review standard documents and other legal documents


* Review Credit Agreements, specifically assignability language


* Identify and escalate issues to the front office, in-house legal counsel and management, when necessary.


* Prepare daily/weekly MIS reporting to track the status of open items and measure risk


* Work with front office traders, sales coverage, clients, counsel and operations to resolve any trade closing issues


* Review standard Loan Syndications and Trading Association documents and other legal documents including Trade Confirms, Assignment Agreements, Proceeds letters, Participation agreements, Cash collateral agreements and Multilateral Agreements


* Act as signatory for confirms and assignments

Required qualifications, capabilities, and skills



* Proven experience in trading or financial services, demonstrating a strong foundation in industry practices and operations.


* Strong analytical and problem-solving skills, enabling effective decision-making and issue resolution.


* Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.


* Proficiency in Microsoft Office Suite, particularly Excel, complemented by advanced digital literacy for integrating innovative technologies in trade services.


* Capability to work effectively in fast-paced environments, maintaining a detail-oriented approach and s...