Trading Settlement Associate Loan Trade Settlements

3 weeks ago


Newark, United States JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
Join a team that supports your career growth, advancement and expanding opportunities At JPMorgan Chase we take pride in valuing our employees’ individualities, while supporting an inclusive culture of teamwork.

As the Trade Support Associate in Wholesale Lending Services you will be primarily supporting Global Credit Trading, Loan Total Return Swap and Syndicated Leverage Finance businesses within the Corporate and Investment Bank. This role sits within the Loan Trading Settlements team and will focus on the daily closure and settlement of these trades.

**Job responsibilities**
- Prepare and execute trade settlement for various loan businesses within currency deadlines
- Review of all settlement documentation in accordance with the Loan Syndications and Trading Association (LSTA) and Loan Market Association (LMA) market standard terms and conditions
- Prepare complex pricing for Distressed loan settlements which may include PIK or other trades flat interest treatments
- Prepare pricing for Revolver facilities denominated in multiple currencies
- Assist Settlements manager with overriding exceptions in workflow tools as needed
- Monitor general ledger activity related to trade settlement activity and be able to identify and respond on related items queried by Product Control or Finance
- Serve as a Team Lead when Settlements manager is out of office
- Communicate frequently with front office, documentation, and accounting and control teams as well as external counterparties
- Perform ad hoc projects as needed

**Required qualifications, capabilities, and skills**
- Bachelor's degree in Finance or Business or relevant operations experience within Syndicated Loan Space
- Excellent communication and interpersonal skills
- Demonstrated leadership abilities and strong teamwork skills
- Risk and Control oriented mindset
- Detail orientated and able to multi-task
- Strong attention to detail
- Strong problem solving, decision making, and analytical skills
- Basic accounting knowledge
- Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)

**Preferred qualifications, capabilities, and skills**
- Familiarity with loan-based software (LoanIQ, ClearPar)
- Experience with LSTA/LMA standard documentation, knowledge of the LSTA/LMA Standard Terms and Conditions
- Knowledge of the trade lifecycle and/or experience supporting a trading business
- Deep understanding of syndicated loans
- Prior knowledge of loan products or trading operations

**ABOUT US**

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

**ABOUT THE TEAM**

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Operations teams develop and manage innovative, secure service s



  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Join a team that supports your career growth, advancement and expanding opportunities! At JPMorgan Chase we take pride in valuing our employees’ individualities, while supporting an inclusive culture of teamwork. As The Non-Agented Trade Closer within the Loan Trading Documentation team, you will be responsible for primary and...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As a Securities Lending Trade Support Specialist, in Trading Services Operations, you will need to interact with our Counterparties to address pending / failing settlements, process buy-ins, and resolve instruction matching issues. You need to become familiar with the settlement conventions within the markets they support and will be...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As a Securities Lending Trade Support Specialist, in Trading Services Operations, you will need to interact with our Counterparties to address pending / failing settlements, process buy-ins, and resolve instruction matching issues. You need to become familiar with the settlement conventions within the markets they support and will be...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Embark on an exciting career journey with JPMorgan Chase, a global leader in finance. Are you passionate about the intricate world of trading? Join our Trade Lifecycle team and be the driving force behind the flawless execution of all post trade activity. **Job Summary**: As an Analyst under Markets Operations, you will be the “Go...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Prime Financial Services (PFS) provides packaged services to hedge funds and professional investors enabling them to finance their investment activities through a bespoke range of products tailored to suit the client’s needs. The range of services typically available to our Prime Brokerage clients are Global Custody (including...


  • Newark, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and moreWe are the premiere, locally...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Intro Marketing Language**: Are you ready to take your career to the next level in the dynamic world of finance? JPMorgan Chase is seeking a talented and driven individual to join our team as a Trade Lifecycle Manager. This is an exciting opportunity to play a crucial role in managing and optimizing the trade lifecycle process, ensuring...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** An excellent opportunity has arisen within the US Settlements team in Custody operations. We are seeking a dynamic, Analyst who has custody or settlements experience and is familiar with our regulatory environment. Someone who can critically analyze processes for optimization and who leads fearlessly. Someone who shares JPMorgan's core...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Intro Marketing Language**: **Job Summary**: As an Associate in Trading Services Operations, you will provide back-office support to the product through a comprehensive knowledge base and a constant strive for innovation. The Trading Services Associate will be responsible for Subject Matter Expert level understanding of the product(s),...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Trading Services team to partner with the Business to provide a comprehensive view of Understanding relevant derivatives and hedging products As a Trading Services...


  • Newark, United States Raymond James Financial Services Full time

    Description Job Summary Under direct supervision, uses basic level knowledge and skills obtained through experience and/or training to provide support in specific trading activities within Fixed Income Capital Markets. Follows established procedures to perform routine tasks and receives guidance and direction to perform other work with more variety and...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Intro Marketing Language**: An excellent opportunity has arisen within the US Settlements team in Custody operations. We are seeking a dynamic, experienced Vice President who has custody or settlements experience and is familiar with our regulatory environment. Someone who can critically asses processes for optimization and who leads...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Wholesale Lending Services team to partner with the Business to provide a comprehensive view of Processing loan activity. As a Secondary Loan Trading Deal Admin, in...


  • Newark, United States Pike Creek Mortgage Services, Inc. Full time

    **Pike Creek Mortgage is looking to add an experienced Mortgage Loan Officer Assistant to our growing team! Some duties and responsibilities are**: - Multitasking and prioritizing items based on day to day activities - Working directly with applicants and collecting their personal information needed for mortgage process - Familiarity with Conventional, FHA,...


  • Newark, United States JPMorgan Chase Bank, N.A. Full time

    Team oriented, with excellent analytical and critical thinking skills? This role supports the Loan Trading Documentation team, you will Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests. Job Summary: As a Trading Services Specialist IV within the Loan Trading Documentation team, you will play a...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Summary**: As an Onboarding Liaison in the Loan Trading Documentation team, you will Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests. The Onboarding Liaison Team supports the North America Credit Trading, Loan Total Return Swap and Syndicated Leverage Finance businesses...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Summary**: As an Onboarding Liaison in the Loan Trading Documentation team, you will Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests. The Onboarding Liaison Team supports the North America Credit Trading, Loan Total Return Swap and Syndicated Leverage Finance businesses...


  • Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Team oriented, with excellent analytical and critical thinking skills? This role supports the Loan Trading Documentation team, you will Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests. **Job Summary**: **T**he Onboarding Liaison Team supports the North America Credit...


  • Newark, United States ATR International Full time

    Job Description: We are seeking a Niche Support Personnel - Trade support Intermediate (3-6 years) for a very important client.Job Summary: As the Confidentiality Agreement Negotiator/Gatekeeper Associate, you will be responsible for the preparation, negotiation, and execution of confidentiality agreements with external trading counterparties in the...


  • Newark, United States JPMorgan Chase & Co. Full time

    As an Onboarding Liaison in the Loan Trading Documentation team, you will Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests. The Onboarding Liaison Team supports the North America Credit Specialist, Operations, Service, Banking, Business Services, Onboarding