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Wealth Management, Credit Middle Office, Preliminary & Closing Analyst

Req #: 180007804
Location: Westerville, OH, US
Job Category: Asset Management
Job Description:

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.


Position Description:

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:

  • Ordering and managing commercial real estate portfolio
  • Review and understand credit requests.
  • Ensure client reference data is correct in corporate Credit Risk Infrastructure (CRI).
  • Ensure all systems are accurate and updated in order to support the request lifecycle.
  • Review and understand agreement terms post analysis and credit approval.
  • Prepare the legal documentation closing package and complete the process.


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.


  • Strong relationship management and interpersonal skill, especially with Business partners.
  • Strong communication skills to various levels within the organization.
  • Ability to review processes and recommend process improvements.
  • Strong understanding of controls and their importance across process lifecycle. 
  • Strong creative problem solving
  • Strong influencing and change management
  • Ability to work in a team, as well as independently
  • Intermediate Office skills, especially Excel and PowerPoint
  • Solid understanding of legal documentation, and/or closing activities within the credit lifecycle
  • Knowledge of bank systems and loan/credit operations a plus
  • Strong data analysis skills
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