The Trade Services Associate manages Virtual Datarooms, ensures compliance, assists with corporate actions, and collaborates with multiple teams to maintain information integrity.
Job Description
Embark on a rewarding career as a Trade Services Associate, where your meticulous attention to detail and analytical skills will drive success. Join a dynamic team that values growth, collaboration, and innovation, offering you the opportunity to enhance your career in the financial services industry.
As a Trade Services Associate within the Dataroom Management team, you will play a crucial role in managing and delivering confidential syndicated loan information. Your work will ensure compliance with information barriers and support the Credit Portfolio Group, Credit Trading Desk, and Total Return Swap Desk. You will collaborate with various teams, including Portfolio Managers, Sales, Trading, Research, Legal, and Compliance, to maintain the integrity and accuracy of our Virtual Datarooms.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Embark on a rewarding career as a Trade Services Associate, where your meticulous attention to detail and analytical skills will drive success. Join a dynamic team that values growth, collaboration, and innovation, offering you the opportunity to enhance your career in the financial services industry.
As a Trade Services Associate within the Dataroom Management team, you will play a crucial role in managing and delivering confidential syndicated loan information. Your work will ensure compliance with information barriers and support the Credit Portfolio Group, Credit Trading Desk, and Total Return Swap Desk. You will collaborate with various teams, including Portfolio Managers, Sales, Trading, Research, Legal, and Compliance, to maintain the integrity and accuracy of our Virtual Datarooms.
Job responsibilities
- Create and maintain a portfolio of Virtual Datarooms
- Review, track, and post documents to Virtual DataRoom sites
- Add external clients/counterparties to Secondary Virtual DataRoom sites
- Manage and facilitate Corporate Actions with Trading Desks
- Ensure compliance with Private Material Non-Public Information policies
- Field ad-hoc inquiries from internal and external clients
- Coordinate accuracy of Dataroom sites with various teams
- Develop and maintain relationships with key stakeholders
- Participate in projects to enhance performance and efficiency
- Identify and address control gaps and efficiency opportunities
Required qualifications, capabilities, and skills
- Bachelor's degree
- Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
- Three years of relevant financial operational experience
- General understanding of Finance and Loan Products
- Highly organized with the ability to manage competing priorities
- Strong communication and leadership skills
- Proven ability to collaborate with team members and senior management
- Critical decision-making abilities
- Meticulous mindset with strong organizational and time management skills
- Ability to learn quickly and demonstrate a strong work ethic
Preferred qualifications, capabilities, and skills
- Syndicated loan knowledge in trading/corporate actions and loan operations
- Knowledge of Virtual Datarooms such as Syndtrak, Debtdomain, and Intralinks
- Experience reading and interpreting loan documentation, legal documents, and financial statements
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Debtdomain
Intralinks
Microsoft Office Suite
Syndtrak
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