Loan Documentation Trading Services Specialist - Senior Associate

J.P. Morgan; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment bank in London is seeking a Trade Services Specialist to join the Loan Trading Documentation team. The successful candidate will oversee analysts, manage trade documentation, and collaborate closely with front office traders and clients. Ideal candidates will have extensive knowledge of syndicated loans, LMA documentation, and strong analytical skills. This role is pivotal to ensuring seamless trade execution and client satisfaction.

Qualifications

• Extensive knowledge with syndicated loans.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint).
• Excellent oral and written communication skills.
• Excellent analytical and critical thinking skills.
• Ability to take initiative and self-motivate.

Responsibilities

• Oversee Analysts and Junior Associates.
• Execute trading documentation on behalf of the company.
• Work with front office traders and clients to settle trades.
• Maintain strong working relationships with clients.
• Manage a trade portfolio while maintaining a clean aging profile.

Skills

Extensive knowledge with syndicated loans

Proficiency with Microsoft Office Suite

Excellent oral and written communication skills

Excellent analytical and critical thinking skills

Ability to take initiative and self-motivate

Extensive knowledge of loan-based software

Extensive experience with LMA standard documentation

Extensive knowledge of the trade lifecycle

Tools

LoanIQ

ClearPar

Job description

Join a team that supports your career growth, advancement and expanding opportunities! At JPMorgan Chase we take pride in valuing our employees’ individualities, while supporting an inclusive culture of teamwork.

As a Trade Services Specialist within the Loan Trading Documentation team, you will be responsible for secondary trade closing support. Wholesale Loan Middle Office is a part of Wholesale Lending Services that primarily supports the European Credit Trading, and Syndicated Leverage Finance businesses within the Corporate and Investment Bank

Job responsibilities

• Oversees Analysts and Junior Associates

• Has sufficient knowledge of LMA Trading, to second-check work and execute trading documentation on behalf ofJPMorgan Chase

• Works with front office traders and sales coverage, clients, counsel and operations to settle secondary par loan trades

• Establishes and maintains strong working relationships with clients/counterparts

• Manages a trade portfolio across various lines of business while maintaining a clean aging profile

• Reviews Loan Market Association (LMA) standard documents and other legal documents including trade confirms, assignment agreements, proceeds letters, participation agreements, cash collateral agreements, and multilateral agreements

• Reviews credit agreements, specifically assignability language

• Identifies and escalates issues to the front office trading assistants/traders/salespeople, in-house legal counsel and management, when necessary

• Prepares daily/weekly MIS reporting to track the status of open items and measure risk

Required qualifications, capabilities, and skills

• Extensive knowledge with syndicated loans

• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)

• Excellent oral and written communication skills

• Excellent analytical and critical thinking skills

• Ability to take initiative and self-motivate as well as work as part of a team

• Extensive knowledge of loan-based software (LoanIQ, ClearPar)

• Extensive experience with LMA standard documentation, knowledge of the LMA Standard Terms and Conditions

• Extensive knowledge of the trade lifecycle and/or experience supporting a trading business