Transaction Execution Analyst (vaga PCD)

JPMorganChase; São Paulo; Presencial; BRL 70 000 - 110 000; Tempo integral

Resumo da oferta

J.P. Morgan in São Paulo seeks a Credit Product Delivery Analyst to coordinate documentation, closing deliverables, and execution controls for loans and trade finance transactions within Global Corporate Banking.

The role requires strong organizational skills, attention to detail, and advanced English. Experience in financial services and cross-functional collaboration is valued, with a focus on process improvement and risk-aware execution.

Qualificações

• Bachelor's degree in Business Administration, Economics, Finance, Law, International Relations, Engineering, or related field.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Strong analytical and problem-solving abilities.
• Effective written and verbal communication skills.
• Ability to work collaboratively across teams and functions.
• Proactive attitude and ownership mindset.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Advanced English.

Responsabilidades

• Support the execution of loans and trade finance transactions from internal approval through closing and post-closing handoff.
• Assist with preparation, review, and coordination of transaction documentation for bilateral and syndicated loans and core trade products.
• Support closing activities, including closing checklists, document collection, signature coordination, and tracking conditions precedent and conditions subsequent.
• Coordinate with internal stakeholders, including Bankers, Trade Sales, Credit Risk, Legal, Compliance, Tax, and Operations, to facilitate transaction execution and timely resolution of open items.
• Escalate documentation gaps, execution risks, and outstanding items to senior team members, as appropriate.
• Maintain transaction records, trackers, management reports, and supporting documentation in accordance with firm requirements.
• Assist with post-closing activities, including outstanding deliverables, document retention, and transaction handoff processes.
• Support process improvement and standardization initiatives designed to enhance execution efficiency and controls.

Conhecimentos

Advanced English

Time management

Analytical skills

Communication skills

Team collaboration

Formação académica

Bachelor's degree in Business Administration, Economics, Finance, Law, International Relations, Engineering, or related field

Ferramentas

Microsoft Excel

Microsoft Word

PowerPoint

Descrição da oferta de emprego

JOB DESCRIPTION

Credit Product Delivery (CPD) is a transaction execution team supporting clients of Global Corporate Banking and Trade & Working Capital. CPD partners with Bankers, Trade Sales, Credit Risk, Legal, Operations, Compliance, Tax, and external counsel to support the end-to-end execution of credit and trade finance transactions.

Description

JOB DESCRIPTION

Credit Product Delivery (CPD) is a transaction execution team supporting clients of Global Corporate Banking and Trade & Working Capital. CPD partners with Bankers, Trade Sales, Credit Risk, Legal, Operations, Compliance, Tax, and external counsel to support the end-to-end execution of credit and trade finance transactions.

The team is responsible for coordinating documentation review and negotiation, managing closing deliverables and execution controls, facilitating internal approvals, and supporting successful transaction closing and post-closing handoff. CPD plays a critical role in ensuring transactions are executed efficiently and in accordance with firm policies and standards.

Job Responsibilities

• Support the execution of loans and trade finance transactions from internal approval through closing and post-closing handoff.


• Assist with the preparation, review, and coordination of transaction documentation, including bilateral and syndicated loans, and core trade products.


• Support closing activities, including maintenance of closing checklists, collection of required documentation, signature coordination, and tracking of conditions precedent and conditions subsequent.


• Coordinate with internal stakeholders, including Bankers, Trade Sales, Credit Risk, Legal, Compliance, Tax, and Operations, to facilitate transaction execution and timely resolution of open items.


• Escalate documentation gaps, execution risks, and outstanding items to senior team members, as appropriate.


• Maintain transaction records, trackers, management reports, and supporting documentation in accordance with firm requirements.


• Assist with post-closing activities, including outstanding deliverables, document retention, and transaction handoff processes.


• Support process improvement and standardization initiatives designed to enhance execution efficiency and controls.

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Business Administration, Economics, Finance, Law, International Relations, Engineering, or a related field.


• Strong organizational skills and attention to detail.


• Ability to manage multiple priorities and work effectively under deadlines.


• Strong analytical and problem-solving skills.


• Effective written and verbal communication skills.


• Ability to work collaboratively across teams and functions.


• Proactive attitude, willingness to learn, and strong ownership mindset.


• Proficiency in Microsoft Excel, Word, and PowerPoint.


• Advanced English.

Preferred Qualifications, Capabilities, And Skills

• Previous internship or professional experience in financial services, trade finance, credit processes, loan operations, transaction management, legal documentation, or related areas.


• Familiarity with traditional credit products, trade finance, or transaction execution processes.


• Understanding of transaction documentation, approvals, closing requirements, and operational workflows.


• Ability to work in a fast-paced environment supporting multiple transactions simultaneously.


• Advanced Spanish is a plus.

Reminder: To apply for positions designated for people with disabilities (PCD) in Brazil, it is necessary to provide proof through a medical report during the selection process.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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.