As a Lending Advisor Associate within the Private Client and Private Equity Institutional Relationships team, you will assist Advisors in managing these relationships by providing tailored solutions based on each client's objectives. You will gain proficiency in understanding the role of credit in optimizing clients' balance sheets, familiarize yourself with J.P. Morgan's array of credit solutions, and learn how to best utilize them to meet client goals. Acting as the client's trusted advisor on various matters, you will also serve as a liaison between Advisors and support functions, aiding in the execution of processes such as credit analysis and modelling, risk management, credit reviews, covenant monitoring, liaising with external counsel, and drafting execution documents.
Job responsibilities
- Supports senior Lending Advisors offering the full range of credit solutions from mortgages through to art, hedge fund lending and funds finance
- Works across a complex private client base including private equity and hedge fund individuals, entrepreneurs and private equity firms
- Assists on the structure and negotiation of funds finance loans to private equity firms
- Manages credit lifecycle: the candidate will own the full credit lifecycle, from obtaining financial disclosure, working with underwriters, managing the credit approval process, preparing documentation, right through to loan execution and drawdown, and post-closing checks
- Attends meetings and partnering with Advisors on pre- and post-meeting actions
- Conduct loan pricing and return on equity analysis for Advisors
- Prepares presentations and management information analysis
- Oversees collateral monitoring and management and communicating margins to clients and internal stakeholders limits
Required Qualifications, Capabilities and Skills:
- Proactive self-starter, able to work both independently and as a team-player
- Excellent communication skills - both verbal and written
- Excellent attention to detail, time management and organization skills
- Comfortable working under pressure and meeting a range of competing deadlines
- Interest and knowledge in financial markets
- Good interpersonal skills and team-player
- Exceptional follow-up and follow-through skills
- Strong proficiency in Excel and PowerPoint