Credit Information Management Associate

Posted 16 Hours Ago
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Philadelphia, PA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Credit Information Management Associate is responsible for drafting, negotiating, and executing confidentiality agreements for secondary loan and bankruptcy claims trading. This role involves collaboration with sales, legal, and trading desk teams to manage agreements and ensure compliance with information barriers. The position requires strong communication and organizational skills to oversee the agreement process and liaise with external clients.
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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.
Job Summary:
As a Confidentiality Agreement Negotiator/Gatekeeper Associate within Credit Information Management (CIM), you will be responsible for the preparation, negotiation, and execution of confidentiality agreements with external trading counterparties in the secondary loan trading and bankruptcy claims trading markets. While utilizing effective communication skills it is important to focus on collaboration with sales, legal, and the trading desk when appropriate. Credit Information Management (CIM) is a team within Wholesale Lending Services. In this position you will act as a "gatekeeper" who is responsible for the management of confidential information pursuant to internal information barriers and in close coordination with Legal, Compliance, Trading and Research teams, as appropriate.
Job Responsibilities:
• Collaborate with Sales Trading and Legal to draft confidentiality agreements relating to secondary loan trading and claims trading matters.
• Manage the agreement process and coordinate with Legal, Sales and Trading for any required negotiation with clients
• Engage Sales, Trading and external clients regarding questions or status inquiries relating to confidentiality agreements
• Source and prepare information for distribution to clients pursuant to executed confidentiality agreements. This includes preparing and updating web-based due diligence virtual data rooms and granting access to information
• Act as a Gatekeeper by actively reviewing and screening information to ascertain appropriateness for public-side Sales & Trading personnel in compliance with information barriers
Required Qualifications, Capabilities, and Skills:
• Bachelor's degree
• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
• 3 years of relevant financial operational experience
• Excellent negotiation and communication skills

  • Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, strong control- focused mindset and strong analytical capability

• Highly organized with the ability to manage a variety of tasks and competing priorities
• Highly motivated individual with a team - oriented mindset with effective communication and leadership skills
• Critical decision-making abilities including the ability to identify, escalate, and propose solutions to issues

  • Meticulous mindset with the ability to multi-task through the practice of strong organizational and time management skills

• Ability to learn quickly, self-motivate, and demonstrate a strong work ethic
Preferred Qualifications, Capabilities, and Skills:

  • Juris Doctor Degree
  • Experience reading and interpreting loan documentation such as Credit Agreements
  • Experience dealing with legal documentation such as Confidentiality agreements
  • Knowledge of the Syndicated Loan business and LSTA standards
  • Knowledge of Virtual Datarooms such as Intralinks, Debtdomain, Syndtrak
  • Financial industry work related experience


About Us
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
About the Team
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.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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