Trade & Working Capital Product Solution Delivery - Payments- Associate

Posted 2 Days Ago
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London, Greater London, England
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Trade & Working Capital Product Solution Delivery Associate is responsible for executing deals, managing post-close portfolio monitoring, and ensuring compliance with operational controls for Export & Agency Finance transactions. Key tasks include documentation review, transaction tracking, stakeholder liaison, policy communication, and supporting process improvement projects.
Summary Generated by Built In

Job Description
As the Trade & Working Capital Product Solution Delivery ("PSD") Associate you will be responsible for the successful implementation and post close monitoring of Export & Agency Finance ("EAF") transactions.
Job Summary
Reporting to the PSD Team Lead and covering the EAF loans booked into Loan IQ, the principal objectives of this position are to assist with;

  • Deal execution, working in collaboration with the Originators to structure appropriate facilities in support of aggressive revenue targets
  • Post close monitoring and management of the portfolio adhering to all transactional control conditions established to minimise operational risk.
  • Seamless client engagement. They are also responsible for the Transactional Control aspects of credit related Trade products.


Job responsibilities

  • Review all associated documentation and provide input to origination team with regard to functional aspects of proposed transactions and coordinate the implementation of the facilities within the Bank's systems
  • Monitor, diarise and keep a tracker of all financial covenants,
  • Manage transaction wavers and amendments liaising with internal stakeholders
  • Refer to the Global product specific Standard Operating Procedure ("SOP") and appropriate annex(es) in case of default, send notices of delay, demand letters consult with Legal and Sales, and submit claims to respective Export Credit Agency ("ECA")/insurance providers
  • Provide periodic reports to internal and external stakeholders as required
  • Ensure any identified changes in policy and procedures are communicated to appropriate support areas and appropriately noted in applicable SOPs and SLAs (Standard Level Agreements).
  • Diarise for receipt and arrange for collection and storage of all transaction documents. Adhering to the bank's policies with regard storage of soft and paper copy documents
  • Implement new deals within a robust control framework, perform ongoing monitoring of live deals throughout the life-cycle, manage documentation process.
  • Support projects for process improvements to deliver global consistency, scalability and minimize manual touch points.
  • Manage dashboards and metrics to demonstrate a high quality of support with clear and consistent statistics.


Required qualifications, capabilities, and skills

  • Good understanding of loan structures is advisable. A practical knowledge of the EAF products would be an advantage as would understanding/experience of structured transactions. Ability to read and understand loan agreements. Agency, trade finance or underwriting experience is also beneficial.
  • Ability to work in a global team environment, across multiple disciplines and locations and be able to multitask within the broader scope of the PSD team. Managing work flow to ensure timely execution of new deals is important as time to revenue is a key Performance Indicator.
  • Excellent verbal and written communication skills in English to communicate across the organisation, but also with clients as and when required.
  • Strong team player who can demonstrate excellent time management and planning skills and the flexibility to operate across multiple functions as a member of the wider EMEA Trade team, but also being able to manage workload and day to day responsibilities independently.
  • Ability to demonstrate relevant product and industry experience, with knowledge of corporate finance, corporate credit, regulatory and legal risk.
  • Drive to engage effectively across teams, taking a proactive role, focusing on the day to day processes.
  • Proficiency in customized data analytics, advanced working knowledge of Excel (macros, pivots, and graphs) and PowerPoint applications.
  • Ability to demonstrate team work, risk and change management mindset.
  • Ability to demonstrate organizational skills are required for support of projects.
  • Ability to partner in a global team environment across multiple locations.


Preferred qualifications, capabilities, and skills

  • Practical knowledge of the EAF product would be an advantage as would understanding/experience of structured transactions.


About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

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The Company
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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.

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