Trading Services Associate I

JPMorgan Chase & Co.•Newark, DE

About The Position

As the Confidentiality Agreement Negotiator/Gatekeeper Associate in JPMorganChase’s Credit Information Management team, you will prepare, negotiate, and execute confidentiality agreements with external counterparties in secondary loan trading and bankruptcy claims trading. The role requires effective communication and collaboration with Sales, Legal, and the trading desk when appropriate. Credit Information Management is part of Wholesale Lending Services. In this position, you will serve as a gatekeeper, managing confidential information under internal information barriers and coordinating closely with Legal, Compliance, Trading, and Research teams as appropriate. You will also help source and prepare information for distribution to clients under executed agreements, including maintaining web-based due diligence virtual data rooms and granting access.

Requirements

  • Bachelor’s degree.
  • Proficiency with Microsoft Office Suite, including Excel, Word, and PowerPoint.
  • 3 years of relevant financial operational experience.
  • Excellent negotiation and communication skills.
  • Ability to collaborate with team members and senior management across and within lines of business.
  • Keen attention to detail, strong oral and written communication, a control-focused mindset, and strong analytical capability.
  • Highly organized, with the ability to manage varied tasks and competing priorities.
  • Motivated, team-oriented, and able to demonstrate effective communication and leadership skills.
  • Critical decision-making ability, including identifying and escalating issues and proposing solutions.
  • Ability to multitask using strong organizational and time-management skills.
  • Ability to learn quickly, self-motivate, and demonstrate a strong work ethic.

Nice To Haves

  • Juris Doctor degree.
  • Experience reading and interpreting loan documentation, such as Credit Agreements.
  • Experience dealing with legal documentation such as confidentiality agreements.
  • Knowledge of the syndicated loan business and LSTA standards.
  • Knowledge of virtual data rooms such as Intralinks, Debtdomain, and Syndtrak.
  • Financial industry work-related experience.
  • Ability to use AI and machine learning to enhance trade service processes and improve decision-making, driving data-driven insights and outcomes.

Responsibilities

  • Collaborate with Sales Trading and Legal to draft confidentiality agreements for secondary loan trading and claims trading matters.
  • Manage the agreement process and coordinate with Legal, Sales, and Trading on any required client negotiations.
  • Respond to Sales, Trading, and external clients with answers or status updates regarding confidentiality agreements.
  • Source and prepare information for distribution to clients under executed confidentiality agreements.
  • Prepare and update web-based due diligence virtual data rooms and grant access to information.
  • Act as a gatekeeper by reviewing and screening information for appropriateness for public-side Sales & Trading personnel in compliance with information barriers.

Benefits

  • Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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