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JPMorgan Primary Trader Assistant Associate 
United States, Delaware 
747195331

24.04.2025

Job responsibilities

  • Support the Leveraged Finance business through the coordination and booking of primary syndication allocations as well as perform middle office functions in support of the primary syndication business.
  • Coordinate, track and ensure all required responsibilities related to primary delayed comp rules are completed prior to trigger dates
  • Build and populate deals into Primary One for both institutional and pro-rata loans
  • Extract and create lender lists from internal systems rolled up at the parent level
  • Assist in tracking cashless roll and amendment vote trackers
  • Coordinate with syndicate/capital markets on allocation mechanics for institutional allocations
  • Create final allocation trackers to be distributed to the company, bookrunners and back office
  • Input and Submit Client Value Reference Data into the sales systems for all Institutional Leveraged transactions
  • Resolve trade disputes and discrepancies on any primary syndication
  • Input and Track all excess and Secondary Loan Trading buyback trades

Required qualifications, capabilities, and skills

  • Bachelor's degree or 4 years relevant operations experience within Syndicated Loan Space
  • Understanding of Loan Syndications and Trading Association (LSTA) standard terms and conditions particularly around delayed compensation rules
  • Familiarity with loan-based software (LoanIQ, ClearPar)
  • Knowledge of the Loan product / Syndicated Loan business, including an understanding of a credit agreement, LSTA standard documentation, loan funding mechanics, deal structure, ticking fees, funds flows, etc
  • Thorough understanding of the trade lifecycle and experience supporting Credit Trading and Debt Capital Markets
  • Excellent analytical and critical thinking skills
  • Ability to professionally communicate verbally and through written communication
  • Ability to work effectively across groups within the organization
  • Strong focus on control and process improvement
  • Understanding and application for Microsoft Office Suite (Excel, PowerPoint, Word)