Firm Introduction: J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Closing Team reports into Private Banking (PB) Credit Middle Office. The Team is responsible for ensuring that credit requests from the Business are fully understood, the correct information is gathered for analysis, the correct information is sent to Clients per regulatory guidelines, legal documentation is correctly prepared for Client closings and Client closings are coordinated effectively. The functions performed by this team are critical to protecting the bank from regulatory and credit risks.
The analyst will be part of a team with the following responsibilities across the PB Domestic portfolio:
Thorough understanding of UCC searches, equipment evaluations, and stock verifications; regulatory requirements, valuation methods, and lien perfections; legal documentation and credit policies and guidelines will be required to effectively deliver an accurate closing package.
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