Asset Management - Client Service - Institutional Contract Specialist - Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 95,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an experienced contracts professional to manage a portfolio of institutional contracting matters from intake through execution, ensuring accuracy and timeliness.

You will draft and prepare agreement packages using approved templates, support negotiations with clients and counsel, summarize redlines, and coordinate with stakeholders to propose language and next steps. Maintain audit-ready records and contribute to process improvements that enhance efficiency

Qualifications

• Bachelor's degree (or equivalent) with 2-5 years of relevant experience in contracts or institutional client service operations.
• Ability to interpret and negotiate contract terms, manage redlines, and drive matters to execution in partnership with stakeholders.
• Strong analytical writing and executive-level summarization skills, with clear recommendations.
• Sound judgement with risk awareness and ability to identify non-standard terms and escalate appropriately.
• Strong attention to detail, organization, and prioritization in a high-volume environment.
• Professional communication and collaboration across client-facing and internal teams.

Responsibilities

• Manage a portfolio of institutional contracting matters from intake through execution.
• Draft and prepare agreement packages using approved templates, ensuring completeness.
• Support negotiations with institutional clients and counsel on commercial terms.
• Review and summarize redlines, identify issues, and propose positions based on precedent.
• Engage stakeholders with concise requests outlining trade-offs and next steps.
• Maintain audit-ready records, approvals, and version control; track deadlines and progress.
• Contribute to process improvements (templates, playbooks, checklists) to enhance efficiency.

Skills

Contract negotiation

Redlining management

Executive summarization

Attention to detail

Project organization

Professional communication

Education

Bachelor's degree (or equivalent)

Tools

Contract Lifecycle Management

Job description

Key Responsibilities

• Manage a portfolio of institutional contracting matters, including new agreements, renewals, amendments, RFP-related contract support, and ad hoc requests-from intake through execution.
• Draft and prepare agreement packages using approved templates (e.g., investment management agreements, schedules/exhibits, disclosures, fee exhibits), ensuring completeness and adherence to standards.
• Support negotiations with institutional clients and counsel on commercial and operational terms, while coordinating exceptions for stakeholder review.
• Review and summarize client redlines and comments; identify key issues, themes, and risks; recommend positions and proposed language based on precedent, business objectives, and stakeholder input.
• Engage internal stakeholders with concise, well-framed requests that outline trade-offs, implications, and recommended next steps to enable timely decisions.
• Maintain accurate, audit-ready records, approvals, and version control in contract/workflow systems; manage pipeline priorities, deadlines, and reporting on progress and cycle times.
• Contribute to process improvements (templates, playbooks, checklists, workflows) to enhance efficiency and client experience.

Required Skills and Qualifications

• Bachelor's degree (or equivalent experience) with 2-5 years of relevant experience in contracts, legal/contract support, client onboarding, or institutional client service operations (financial services preferred).
• Ability to interpret and negotiate contract terms, manage redlines, and drive matters to execution in partnership with control and business stakeholders.
• Strong analytical writing and executive-level summarization skills, including the ability to communicate recommendations and rationale clearly.
• Sound judgement and risk awareness: able to identify non-standard terms, assess materiality, and escalated appropriately while proposing pragmatic alternatives.
• Strong attention to detail, organization, and prioritization skills in a high-volume, deadline-driven environment.
• Professional communication and collaboration skills across client-facing and internal stakeholder groups.

Preferred Qualifications

• Experience supporting institutional asset management clients (e.g., pensions, endowments, sovereigns, insurers) and related documentation.
• Familiarity with investment management agreement structures and common negotiation topics (e.g., fees, liability/indemnity, reporting, privacy/confidentiality, termination).
• Experience using Contract Lifecycle Management /workflow tools and working within a controlled, audit-conscious environment.