Trading Services Associate I

JP Morgan Chase; Town of Newark (WI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Confidentiality Agreement Negotiator/Gatekeeper Associate to draft, negotiate and execute confidentiality agreements with external trading counterparties in the secondary loan and claims trading markets.

You will collaborate with Sales Trading, Legal and the Trading desk to protect sensitive information while supporting CIM’s risk controls and information barriers. A strong focus on communication, organization and teamwork will drive successful outcomes.

Qualifications

• Bachelor's degree required.
• Proficiency with Excel, Word, and PowerPoint.
• 3 years of relevant financial operational experience.
• Excellent negotiation and communication skills.
• Strong attention to detail and organizational skills.

Responsibilities

• Draft confidentiality agreements with Sales Trading and Legal.
• Manage the agreement process and coordinate with Legal, Sales and Trading for negotiations with clients.
• Engage Sales, Trading and external clients regarding questions or status inquiries on confidentiality agreements.
• Prepare information for distribution to clients and manage data rooms.
• Act as a Gatekeeper, ensuring information barrier compliance.

Skills

Negotiation

Communication

Collaboration

Attention to detail

Time management

Leadership

Analytical ability

Decision making

Education

Bachelor's degree

Juris Doctor Degree

Tools

Microsoft Office Suite

Job description

Join JPMorganChase as a key player in our Credit Information Management team, where you'll drive secure and efficient confidentiality agreement processes for secondary loan and claims trading. Collaborate with top professionals, protect sensitive information, and make a direct impact in a dynamic, inclusive environment that supports your growth and success.

Job Summary:

As the Confidentiality Agreement Negotiator/Gatekeeper Associate, you will be responsible for the preparation, negotiation, and execution of confidentiality agreements with external trading counterparties in the secondary loan trading and bankruptcy claims trading markets. While utilizing effective communication skills it is important to focus on collaboration with sales, legal, and the trading desk when appropriate. Credit Information Management (CIM) is a team within Wholesale Lending Services. In this position you will act as a "gatekeeper" who is responsible for the management of confidential information pursuant to internal information barriers and in close coordination with Legal, Compliance, Trading and Research teams, as appropriate.

Job Responsibilities:

• Collaborate with Sales Trading and Legal to draft confidentiality agreements relating to secondary loan trading and claims trading matters.
• Manage the agreement process and coordinate with Legal, Sales and Trading for any required negotiation with clients
• Engage Sales, Trading and external clients regarding questions or status inquiries relating to confidentiality agreements
• Source and prepare information for distribution to clients pursuant to executed confidentiality agreements. This includes preparing and updating web-based due diligence virtual data rooms and granting access to information
• Act as a Gatekeeper by actively reviewing and screening information to ascertain appropriateness for public-side Sales & Trading personnel in compliance with information barrier

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree
• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
• 3 years of relevant financial operational experience
• Excellent negotiation and communication skills
• Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, strong control- focused mindset and strong analytical capability
• Highly organized with the ability to manage a variety of tasks and competing priorities
• Highly motivated individual with a team - oriented mindset with effective communication and leadership skills
• Critical decision-making abilities including the ability to identify, escape, and propose solutions to issues
• Meticulous mindset with the ability to multi-task through the practice of strong organizational and time management skills
• Ability to learn quickly, self-motivate, and demonstrate a strong work ethic

Preferred Qualifications, Capabilities, and Skills:

• Juris Doctor Degree
• Experience reading and interpreting loan documentation such as Credit Agreements
• Experience dealing with legal documentation such as Confidentiality agreements
• Knowledge of the Syndicated Loan business and LSTA standards
• Knowledge of Virtual Datarooms such as Intralinks, Debtdomain, Syndtrak
• Financial industry work related experience
• Capable of utilizing AI and machine learning to enhance trade service processes and improve decision-making, driving data-driven insights and outcomes.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans