Associate I - Direct Lending Trade Closer

JPMorgan Chase JPMorgan Chase · Banking · Newark, DE +1 · Commercial & Investment Bank

This role focuses on the execution of trade activities, from order entry to settlement, within JPMorgan Chase's Direct Lending and Private Placement assignments. The Associate I will leverage expertise in market products and automation technologies to optimize trading services, manage a trade portfolio, review legal documents, and collaborate with various stakeholders to resolve trade closing issues. The role also involves MIS reporting and acting as a signatory for confirms and assignments.

What you'd actually do

  1. Work with front office, clients, counsel and operations to settle Direct Lending and Private Placement assignments.
  2. Establish and maintain strong working relationships with clients/counterparts
  3. Manage heavy trade portfolio across various lines of business while maintaining a clean ageing profile
  4. Review standard documents and other legal documents
  5. Identify and escalate issues to the front office, in-house legal counsel and management, when necessary.

Skills

Required

  • trading or financial services experience
  • analytical and problem-solving skills
  • communication and interpersonal abilities
  • Microsoft Office Suite proficiency (Excel)
  • ability to work in fast-paced environments
  • organizational skills
  • collaboration skills
  • understanding of trading systems and financial markets

Nice to have

  • experience with trading platforms and software
  • knowledge of regulatory requirements in the trading industry
  • ability to integrate innovative technologies
  • utilizing AI and machine learning to enhance trade service processes