J.P. Morgan Asset Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Facility / Transaction Processing:
Track clients due for annual review and initiate preparation with lender.
Manage annual review volume to ensure risk grading and client experience is not negatively impacted.
Assist CLT Lender in determining specific collateral value of marketable securities.
Prepare credit write-ups and documentation for fully secured credit facilities.
Capture terms and conditions stipulated in the Loan Origination System into the corporate credit platform.
Establish and monitor proper linkages between the Corporation Credit Systems.
Advise market partners and other team members on facility rates, collateral values, and credit exposure information.
Coordinate with internal staff and external constituencies to ensure approved facilities are correctly booked.
Maintain electronic credit documentation and file maintenance within Corporate Repository Systems.
Participate in regular credit training to continually enhance credit skills.
Qualifications and experience:
Ability to multi-task and re-prioritize work and demands throughout the day.
Demonstrates attention to details and accuracy in approach.
Excellent relationship building skills.
Strong analytical skills, including financial analysis.
Proficiency in Excel, Word and PowerPoint.
Interest in structuring credit transactions.
Ability to interact effectively with internal stakeholders.
Ability to learn about financial derivatives, investments and wealth advisory capabilities.
Excellent communication and interpersonal skills.
Ability to complete projects with limited supervision.
Bachelor’s degree in finance or related field.
OS, ARC, WS, CC, EN, SRGT, SELM, etc.) experience is a plus.
Minimum 3-5 years of work experience
Any additional professional degree will be an added advantage.
Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization