Trading Services Dataroom Associate

Embark on a rewarding career as a Trade Services Associate, where your meticulous attention to detail and analytical skills will drive success.

Join a dynamic team that values growth, collaboration, and innovation, offering you the opportunity to enhance your career in the financial services industry.

As a Trade Services Associate within the Dataroom Management team, you will play a crucial role in managing and delivering confidential syndicated loan information.

Your work will ensure compliance with information barriers and support the Credit Portfolio Group, Credit Trading Desk, and Total Return Swap Desk.

You will collaborate with various teams, including Portfolio Managers, Sales, Trading, Research, Legal, and Compliance, to maintain the integrity and accuracy of our Virtual Datarooms.

Job responsibilities


* Create and maintain a portfolio of Virtual Datarooms


* Review, track, and post documents to Virtual DataRoom sites


* Add external clients/counterparties to Secondary Virtual DataRoom sites


* Manage and facilitate Corporate Actions with Trading Desks


* Ensure compliance with Private Material Non-Public Information policies


* Field ad-hoc inquiries from internal and external clients


* Coordinate accuracy of Dataroom sites with various teams


* Develop and maintain relationships with key stakeholders


* Participate in projects to enhance performance and efficiency


* Identify and address control gaps and efficiency opportunities

Required qualifications, capabilities, and skills


* Bachelor's degree


* Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)


* Three years of relevant financial operational experience


* General understanding of Finance and Loan Products


* Highly organized with the ability to manage competing priorities


* Strong communication and leadership skills


* Proven ability to collaborate with team members and senior management


* Critical decision-making abilities


* Meticulous mindset with strong organizational and time management skills


* Ability to learn quickly and demonstrate a strong work ethic

Preferred qualifications, capabilities, and skills


* Syndicated loan knowledge in trading/corporate actions and loan operations


* Knowledge of Virtual Datarooms such as Syndtrak, Debtdomain, and Intralinks


* Experience reading and interpreting loan documentation, legal documents, and financial statements

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 packag...