Transaction Management Specialist - Senior Associate

Jpmorganchase; São Paulo; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A global banking leader in São Paulo is seeking a dedicated professional to join the Credit Products Delivery team. This role involves managing transaction execution and delivering best-in-class documentation for Global Corporate Bank clients. Ideal candidates will have strong communication skills in Portuguese and English, along with a solid understanding of Loan and Trade products. Join a team that values proactive problem-solving and contributes to strategic projects. Experience in banking processes is beneficial and a legal background is a plus.

Qualificações

• Strong control mindset and ability to work under pressure.
• Confident self-starter with high performance standards.
• Ability to adapt to rapidly changing environments.

Responsabilidades

• Deliver best-in-class documentation for clients.
• Review and manage negotiation of legal documentation.
• Liaise with counsel to prepare transactional documentation.
• Manage controls framework and escalation for transactions.

Conhecimentos

Knowledge and understanding of Loan and Traditional Trade products and documentation

Excellent verbal and written communication skills

Good organization and prioritization skills

Ability to identify problems promptly

Excellent coordination skills

Fluency in Portuguese and English

Advanced proficiency in Spanish

Good working knowledge of MS Excel

Descrição da oferta de emprego

Global Banking Client and Deal Support (GB CDS) consists of a dedicated global support team focused on providing tangible value to our clients and Global Banking front office teams by leveraging efficient workflows, effective stakeholder engagement and the latest technology to drive growth and world‑class support.

Through rigorous research, analytics, marketing and media outreach this team helps streamline deal execution and client interactions for a seamless client experience.

The transaction management team is known as the Credit Products Delivery team, a middle office transaction execution management partner for clients of the Global Corporate Bank, Commercial Bank and Global Trade Finance Businesses.

Credit Products Delivery provides expertise in the negotiation and review of facility documentation and end‑to‑end transaction execution management for Traditional Trade Finance products.

The Credit Products Delivery team partners closely with JPMorgan's coverage teams and legal counsel to deliver on its transaction execution management mandate.

Job responsibilities

• Deliver best‑in‑class documentation for Global Corporate Bank clients, including end‑to‑end management of the deal execution and maintaining oversight over the closing process.
• Review and manage the negotiation of legal documentation with a focus on bilateral lending facilities and trade finance facilities ranging from vanilla to complex documentation.
• Liaising with internal / external counsel to prepare and review transactional documentation.
• Draw on expertise to help suggest solutions for appropriate stakeholders (Bankers, Sales, Credit, Tax, Ops, etc.) as necessary, ensuring they are brought into the debate in a timely manner to reach a resolution.
• Manage controls framework, reporting and escalation for transaction execution; including preparing and coordinating documentation deviations and approvals during negotiations.
• Actively contribute to GB CDS wider projects & initiatives.

Required qualifications, capabilities and skills

• Knowledge and understanding of Loan and Traditional Trade products and documentation.
• Good understanding of credit execution, transaction management, credit products and banking processes.
• Ability to identify problems and elevate these promptly.
• Excellent coordination skills and a strong control mindset.
• Good organization and prioritization skills; ability to work well under pressure and to tight deadlines.
• Excellent verbal, written and interpersonal communication skills; ability to interact professionally and confidently with the Front Office globally.
• Confident, self‑starter, assertive and energetic.
• Set high standards of performance for oneself.
• Ability to adapt to a rapidly changing business and technology environment.
• Good working knowledge of MS Excel (pivot tables, v‑lookups, etc.), Word and PowerPoint.
• Fluent in Portuguese and English, with advanced proficiency in Spanish.

Preferred qualifications, capabilities and skills

• Legal background is an advantage.