Structured Investments Documentation Specialist

1 week ago


Plano, Texas, United States JPMorgan Chase Full time

Join J.P. Morgan's Corporate & Investment Bank and play a pivotal role in the execution of complex, market-leading structured products. As a Documentation Specialist, you'll be at the heart of a team that supports over 10,000 deals annually, collaborating with top professionals across legal, business, and trading. This is your opportunity to develop deep expertise in capital markets, work with cutting-edge financial products, and make a tangible impact on the firm's success. Thrive in a fast-paced environment where versatility, initiative, and attention to detail are valued. If you're ready to grow your career in a world-class organization, we want to hear from you.

As a Documentation Specialist in the Structured Investments Legal Group, you will assist with the preparation and management of legal documentation for the firm's high-volume structured products deal flow. You will learn the foundational issuance programs, gain expertise in capital markets and complex products, and provide critical support to the Structured Investments sales and trading teams. This role offers the opportunity to work on a wide variety of securities transactions, collaborate with multiple departments, and develop your skills in a dynamic, high-pressure environment.

The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.  Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services. As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.  We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we would like to hear from you.

Job responsibilities:

  • Prepare, review, and manage legal documentation for structured products linked to equity, credit, rates, commodities, and currency exchange rates.
  • Identify and utilize suitable precedent documents for launching, pricing, and settling securities transactions.
  • Ensure timely completion of administrative tasks related to tracking and analyzing structured product offerings.
  • Learn and apply various technologies and platforms for documenting and recording trade details and product information.
  • Collaborate extensively with Business and Legal, Tax, Middle Office, Sales/Trading, Operations, and outside counsel.
  • Differentiate quickly between features of a wide variety of structured products.
  • Develop a thorough understanding of JPM securities and certificate of deposit offerings.
  • Support the Structured Investments sales and trading teams with documentation needs.
  • Manage a large volume of transactions under tight deadlines with minimal supervision.
  • Display initiative and motivation in interactions with peers, marketers, traders, and stakeholders.
  • Work both independently and as part of a team to address routine and novel business issues.

Required qualifications, capabilities, and skills:

  • Minimum two years of experience in legal documentation at a law firm or investment bank.
  • Excellent oral and written communication skills.
  • Strong attention to detail and organizational skills.
  • Professional attitude and ability to exercise mature judgment.
  • Proven ability to adhere to policy guidelines and compliance requirements.
  • Demonstrated ability to handle multiple assignments and competing priorities.
  • Quick learner with the ability to work independently and as a team player.
  • Willingness to work extended hours to meet stakeholder deadlines.
  • Strong interpersonal skills for effective interaction at all organizational levels.
  • Ability to thrive in a fast-paced, high-volume environment.
  • Successful completion of a conflicts of interest clearance review prior to employment.

Preferred qualifications, capabilities, and skills:

  • Background or demonstrated interest in the financial services industry.
  • Experience with technology solutions for legal documentation and trade recording.
  • Familiarity with structured products and capital markets transactions.
  • Experience collaborating with cross-functional teams, including sales, trading, and operations.
  • Ability to adapt quickly to changing priorities and business needs.
  • Experience working under pressure and managing tight deadlines.
  • Advanced proficiency in virtual platforms and documentation applications.

All candidates for roles in the Legal department must successfully complete a conflicts of interest clearance review prior to commencement of employment.



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