Are you looking to accelerate your career in a fast-paced, high-impact environment? As a valued member of our team, you will have the opportunity to develop your expertise, collaborate with talented colleagues, and make a meaningful difference for our clients and the firm. At JPMorganChase, we empower you to grow, innovate, and achieve your professional goals while contributing to a culture of excellence and inclusion.
Job Summary:
As a Syndicated Loan Settlements Specialist within our Trading Operations team, you will play a critical role in ensuring the timely and accurate settlement of both par and distressed trades. You will work closely with trading desks, clients, legal counsel, and operations, leveraging your expertise in legal documentation and trade lifecycle management. In this role, you will manage a diverse portfolio, maintain clean aging profiles, and provide essential reporting to senior management. You will be encouraged to challenge processes, drive improvements, and help shape a collaborative and innovative team culture. You will join a team that values attention to detail, proactive problem-solving, and continuous learning. Our environment encourages you to question the status quo, develop creative solutions, and contribute to a positive and inclusive workplace.
Job Responsibilities:
- Collaborate with trading desks, clients, legal counsel, and operations to settle par and distressed trades
- Draft, review, and interpret legal documents, including Trade Confirmations, Assignment Agreements, and Purchase and Sale Agreements
- Analyze Credit Agreements and other relevant trade documentation
- Manage a high-volume trade portfolio across multiple business lines, ensuring timely settlements and maintaining clean aging profiles
- Monitor, track, and report escalated issues using workflow tools
- Coordinate with Deal Closing, Maintenance, and Settlements teams to maintain non-agent deal builds and facility records
- Prepare and deliver monthly, weekly, and daily reports to senior management on open trades and trading metrics
Required qualifications, capabilities, and skills:
- Three years of experience in syndicated loan settlements or trading operations
- In-depth knowledge of the trade lifecycle and experience supporting trading businesses
- Proficiency in drafting and reviewing standard legal documentation, including familiarity with Loan Syndications and Trading Association (LSTA) Standard Terms and Conditions
- Strong oral and written communication skills
- Ability to learn quickly, self-motivate, and demonstrate a strong work ethic
- Analytical mindset with a passion for understanding details behind numbers and processes
- Advanced skills in Microsoft Excel and Word
Preferred qualifications, capabilities, and skills:
- Bachelor’s degree in a relevant field
- Experience with LoanIQ and Clearpar platforms
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans