JPMorgan Asset Management - Campbell Global Forester Associate 

United States, Oregon 

562646782

As a Loan Agency and Loan Trading Middle Office Associate within APAC WLS MO, you'll be responsible for coordinating syndicated loan transactions and loan trading activities to accurately document, capture & collaborate with all internal & external parties, while ensuring requisite controls are performed. This is an external client facing middle office role so excellent opportunity to enhance communication & collaboration.

Job Responsibilities

• Draft, manage Non-Disclosure Agreements; manage information flow within the organization and with external buyers/sellers
• Ensure accurate capture of trade details in the booking systems
• Prepare LMA/LSTA trade documentation such as Trade Confirmation, Transfer Certificate and coordinate settlement efforts with relevant parties (buyer, seller, agent & internal settlement teams)
• Monitor & manage Agency deal pipeline; liaise with Deal originators and lawyers (internal & external) in lead-up to signing of new syndicated loan facility
• Interpret & review documentation to ensure operational feasibility and negotiate with deal originators/lawyers
• Work with internal teams on the setup requirements in the credit & booking systems
• Ensure Conditions Precedent are satisfied in partnership with counsel and deal team
• Maintain Ongoing client/ syndicate transactions including query management and conduit for all payment and correspondences
• Manage loan transfers between lenders, handle waiver and amendment requests, track and distribute financial covenants
• Maintain quality measures and standards at all times to ensure client service standards are met with a control & risk mindset; Own, resolve, escalate exceptions & manage KPIs
• Participate and/or lead local/regional/global projects with a view to ensure increase efficiency, controls & streamline processes

Required Qualifications, capabilities and skills

• Minimum of Bachelor’s degree or equivalent
• Minimum 4 years work experience with financial institution with at least 2 years of loan experience
• Excellent communication and relationship/partnership-building skills both with team members as well as other business partners. Ability to interact confidently with all levels of stakeholders
• Strong attention to detail with a control and cost discipline mindset, takes ownership and is accountable for area of responsibility
• Strong decision-making capabilities and the ability to identify problems and propose solutions
• Exhibits initiative to raise issues to appropriate/relevant parties when needed
• Proactive/self-starter with the ability to deliver value-added support to business partners in a dependable, timely and accurate manner
• Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
• Strong PC skills in Microsoft Suite (e.g. Word, Excel, PowerPoint, Visio). Ability to use web-based technology effectively

Preferred Qualifications, capabilities and skills

• Knowledge of APLMA/LMA documentation
• Knowledge of loan transfer documentation and loan settlements
• Knowledge of Loan IQ
• Knowledge of Tableau, Alteryx and other data analysis tools