Job responsibilities
- Working with the trading desk, clients, counsel and operations to settle par Non-JPMorgan Agented trades
- Drafting, reviewing and understanding both Loan Syndications and Trading Association (LSTA) Standard and other legal documents including Trade Confirms, Assignment Agreements, Purchase and Sale Agreements
- Reviewing and coordinating with internal and external counsel on proposed changes to legal documents
- Reviewing and understanding Credit Agreements and other relevant trade documentation
- Managing a heavy trade portfolio across all various lines of business while maintain a clean aging profile
- Identifying and escalating issues to the Trading Assistants & traders, in-house legal counsel and management, when necessary (Focus on key economic, language and fee-related disputes)
- Working directly with counterparts and internal partners in issue resolution
- Monitoring/tracking/reporting of all escalated issues using appropriate workflow tools
- Coordinating with Deal Closing, Maintenance and settlements to maintain non-agent deal builds and facility records
- Developing close relationships with External Agents to settle trades quickly and efficiently
- Reporting to senior management for open trades and trading metrics is required
Required qualifications, capabilities, and skills
- 2 years prior experience with syndicated loan settlements or trading operations
- Extensive knowledge of the trade lifecycle and/or experience supporting a trading business
- Experience with LSTA standard documentation, knowledge of the LSTA Standard Terms and Conditions
- Strong Computer Skills : in particular Excel, Word and PowerPoint
- Extremely detail-oriented
- Excellent analytical skills
- Excellent oral and written communication skills
- Self-motivated with a track record of initiative
Preferred qualifications, capabilities, and skills
- 4 years prior experience with syndicated loan settlements or trading operations
- Bachelors Degree in Finance or related field
- Preferred familiarity with loan-based software (Loan IQ, ClearPar)
- Loan Trade Closing Experience
Work schedule
- This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change