Transaction Management Specialist - Senior Associate

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 escalate 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.

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.