Portfolio Finance Loan Associate - Trade support Intermediate (3-6 years)

Mary Dickson; Newark (DE); On-site; USD 60,000 - 80,000; Full time

Job summary

Mary Dickson is seeking a Portfolio Finance Loan Associate in Newark, Delaware. This role involves providing Middle Office support to the Portfolio Financing desk, coordinating among various teams to facilitate structured lending transactions. Candidates must have at least 2 years of experience in financial operations.

You will perform loan servicing tasks and monitor compliance with financial deal triggers. The ideal candidate will have excellent communication skills and proficiency in Microsoft Office Suite, especially Excel.

Qualifications

• Minimum 2 years of experience in financial operations.
• Ability to work effectively under pressure.
• Strong teamwork and interpersonal skills.

Responsibilities

• Support structured lending transactions as the primary Middle Office resource.
• Coordinate communications to close new structured finance transactions.
• Perform loan servicing responsibilities for all Portfolio Finance loan products.
• Run hypothetical scenarios based on client requests regarding deal triggers.
• Monitor compliance conditions related to structured finance deals.

Skills

Financial operations experience

Excellent communication skills

Problem-solving skills

Analytical skills

Leadership abilities

Attention to detail

Ability to multi-task

Education

Bachelor's degree in Finance or Business

Tools

Microsoft Office Suite

Loan IQ

Job description

Job Summary

As the Portfolio Finance Loan Associate in Custom Financing Support, you will provide Middle Office (MO) and Loan Servicing support to the Portfolio Financing desk in support of their lending business. You will coordinate between Structuring, Credit, Product Control, Finance, and other Wholesale Lending Services groups within Structured Finance. The Structured Finance product includes specialized loans issued by JPMorgan Chase to provide liquidity to investment banking clients in order to fund purchases of debt and equity interest in middle‑market companies.

Job Responsibilities

• Serve as primary Middle Office resource supporting all structured lending transactions entered into by the Portfolio Financing desk.
• Coordinate communications between structuring, the trading desk, Credit Risk, and operational stakeholder groups in order to close new structured finance transactions.
• Perform loan servicing responsibilities relating to all Portfolio Finance loan products, including processing of advances, paydowns and calculation of interest.
• Assist the FO in management of deal lifecycle activities (drawings, distributions, waterfalls, etc.) by running hypothetical scenarios based on client requests to ensure compliance with the deal triggers.
• Perform ongoing monitoring of structured finance deal triggers and compliance conditions, including Market Value triggers, Portfolio value, Concentration limits, and Borrowing Base tests.
• Serve as primary point of contact for client inquiries for the firm’s buy‑side customers, including hedge funds and asset managers.
• Work with Product Control teams to ensure accuracy in the desk’s P&L related to the structured financing product.

Qualifications

• Must have 2 years of experience in financial operations.
• Bachelor’s degree in Finance or Business (or equivalent experience).
• Excellent communication and interpersonal skills.
• Demonstrated leadership abilities and strong teamwork skills.
• Detail‑oriented individual that can work effectively under pressure.
• Ability to multi‑task and prioritize workload.
• Strong problem‑solving, decision making, and analytical skills.
• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint).

Preferred Qualifications, Capabilities, and Skills

• Prior knowledge of loan product or trading operations.
• Experience in calculating borrowing bases.
• Prior knowledge of accrual‑basis accounting.
• Experience with Loan IQ.
• Proficiency in Excel and handling large data sets, reconciliation.
• Experience in trade support, settlements, risk management.
• Experience uploading large data pools.
• Strong attention to detail, outspoken engagement.
• Loan servicing experience is a plus.
• Must be able to speak to what is on the resume.

Education and Other Requirements

• Bachelor’s graduates are welcome, especially those who have completed internships with large data sets and reconciliations in middle/back office.
• Must be proficient in Excel.
• Must have tested attention to detail.