JPMorganChase · 1 day ago
Trade Services Associate II – Wholesale Lending Services
500 Stanton Christiana Rd, Newark, DE, 19713, US
Full-time
Onsite
Entry, Mid Level
2+ years expJPMorgan Chase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The Trade Services Associate II – Wholesale Lending Services will play a key role in executing trade activities, managing documentation, and enhancing operational efficiency within the Wholesale Loan Services team.
Asset ManagementBankingFinancial 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
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
Preferred
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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