Asset Management - Client Service - Institutional Contract Specialist - Associate

JPMorgan Chase & Co.•New York, NY

4d•$85,500 - $150,000

About The Position

The Institutional Contract Specialist - Associate role within Asset Management - Client Service is responsible for managing a portfolio of institutional contracting matters. This includes handling new agreements, renewals, amendments, providing contract support for RFPs, and addressing ad hoc requests from intake through execution. The role involves drafting and preparing agreement packages using approved templates, ensuring accuracy and adherence to standards. A key part of the job is supporting negotiations with institutional clients and their counsel on commercial and operational terms, coordinating exceptions, and reviewing client redlines to identify issues, risks, and propose solutions. The specialist will engage internal stakeholders with clear communication regarding trade-offs and next steps, maintain audit-ready records in contract/workflow systems, and manage pipeline priorities. Additionally, the role contributes to process improvements for templates, playbooks, and workflows to enhance efficiency and client experience.

Requirements

Bachelor’s degree (or equivalent experience) with 2-5 years of relevant experience in contracts, legal/contract support, client onboarding, or institutional client service operations (financial services preferred).
Ability to interpret and negotiate contract terms, manage redlines, and drive matters to execution in partnership with control and business stakeholders.
Strong analytical writing and executive-level summarization skills, including the ability to communicate recommendations and rationale clearly.
Sound judgement and risk awareness: able to identify non-standard terms, assess materiality, and escalate appropriately while proposing pragmatic alternatives.
Strong attention to detail, organization, and prioritization skills in a high-volume, deadline-driven environment.
Professional communication and collaboration skills across client-facing and internal stakeholder groups.

Nice To Haves

Experience supporting institutional asset management clients (e.g., pensions, endowments, sovereigns, insurers) and related documentation.
Familiarity with investment management agreement structures and common negotiation topics (e.g., fees, liability/indemnity, reporting, privacy/confidentiality, termination).
Experience using Contract Lifecycle Management /workflow tools and working within a controlled, audit-conscious environment.

Responsibilities

Manage a portfolio of institutional contracting matters, including new agreements, renewals, amendments, RFP-related contract support, and ad hoc requests—from intake through execution.
Draft and prepare agreement packages using approved templates (e.g., investment management agreements, schedules/exhibits, disclosures, fee exhibits), ensuring completeness and adherence to standards.
Support negotiations with institutional clients and counsel on commercial and operational terms, while coordinating exceptions for stakeholder review.
Review and summarize client redlines and comments; identify key issues, themes, and risks; recommend positions and proposed language based on precedent, business objectives, and stakeholder input.
Engage internal stakeholders with concise, well-framed requests that outline trade-offs, implications, and recommended next steps to enable timely decisions.
Maintain accurate, audit-ready records, approvals, and version control in contract/workflow systems; manage pipeline priorities, deadlines, and reporting on progress and cycle times.
Contribute to process improvements (templates, playbooks, checklists, workflows) to enhance efficiency and client experience.