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Chase · 2 days ago

Trade Services Associate II – Wholesale Lending Services

500 Stanton Christiana Rd, Newark, DE, 19713, US

Full-time

Onsite

Entry, Mid Level

2+ years exp

JPMorgan Chase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As a Trade Services Associate II within the Wholesale Loan Services team, you will play a pivotal role in executing trade activities and enhancing the efficiency of trading services through continuous improvement and collaboration with stakeholders.

BankingFinancial Services

Responsibilities

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

Qualification

Syndicated loan lifecycleIntralinksMicrosoft Office SuiteAnalytical capabilityChange managementCommunication skillsInterpersonal abilitiesOrganizational skillsTeam collaboration

Required

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