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Wealth Management - Credit Middle Office - Team Leader

Req #: 180017340
Location: Bangalore East, KA, IN
Job Category: Asset Management
Job Description:

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.

    • Setup client and line of credit facilities in the credit systems while confirming that all required credit documentation is complete.
    • Produce quality documentation and edits, cross-regionally, on all standard and non standard loan types, including but not limited to: Unsecured, Real Estate (footprint and non-footprint states), Marketable Securities, and Business Assets and Titled Collateral
    • Ensure compliance to Private Banking guidelines/policy and Lending Regulations (Reg Z).
    • Use available resources to find, review, and monitor loan covenants as set up in the loan documents.
    • Review current and pending exceptions to covenant agreement terms that occur. Confirm their accuracy and proactively identify an appropriate resolution prior to escalation to extended team members to highlight to Underwriters and Bankers for resolution.
    • Partner with Capital Advisors and Analysts to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform (via ARC).
    • Coordinate all aspects of portfolio management on a daily basis including, but not limited to, maturing facilities, client annual reviews, unlinked outstandings, overlimits, temporary facility extensions or increases, document exceptions, covenant exceptions.
    • Manage market and LOB transfers as clients and facilities are moved to new markets or to other LOBs outside of PB.
    • Process all preliminary work preceding underwriting for custom credit loans. Process all related vendor work.
    • Responsible for maintaining critical Client credit data in Corporate Systems.


  • Minimum 1 to 10 years of work experience
  • Any additional professional degree will be an added advantage.
  • Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
  • Understanding of credit concepts
  • Understanding of credit legal issues and be able to quickly determine sensitivity to business risk
  • Prior exposure to traditional credit products and traditional credit product loan documentation a plus
  • Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc) a plus
  • Strong knowledge of banking operations.
  • Leadership skills to drive discussions and lead the group
  • Relationship building with diverse groups and senior executives.
  • Have an affinity or ability for systems thinking.
  • People management experience and Client focus
  • Control orientated and Risk awareness
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