Apply Now    

Wealth Management - Credit Middle Office - Associate

Req #: 180035062
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.
Key Responsibilities:
Facility / Transaction Processing:
  • Track clients due for annual review and initiate preparation with lender.
  • Manage annual review volume to ensure risk grading and client experience is not negatively impacted.
  • Assist CLT Lender in determining specific collateral value of marketable securities.
  • Prepare credit write-ups and documentation for fully secured credit facilities.
  • Capture terms and conditions stipulated in the Loan Origination System into the corporate credit platform.
  • Establish and monitor proper linkages between the Corporation Credit Systems.
  • Advise market partners and other team members on facility rates, collateral values, and credit exposure information.
  • Coordinate with internal staff and external constituencies to ensure approved facilities are correctly booked.
  • Maintain electronic credit documentation and file maintenance within Corporate Repository Systems.
  • Participate in regular credit training to continually enhance credit skills.
Key competencies
  • Leadership - Leads by example and is an effective role model (e.g. takes the lead and actions reflect an appropriate level of independence; demonstrates the ability to initiate and effect change and continuous improvement, contributes significantly to the on-going development of people.
  • Thinking Strategically - Be able to drive positive changes, promote ownership and demonstrate "My business Mentality".
  • Manages Relationships through inclusivity and is able to actively manage stake holders and demonstrate collaborative team work.
  • Communication - Is organized, clear and confident in written and oral communications.  Actively engages in discussions offering expertise, opinions, advice and is able to communicate incisively at all levels.
  • People management: Manages his teams through active engagement and develops key talent. Must be able to flex his/ her style to get the best out of the people
  • Teamwork - Creates and/or contributes to an environment of collaboration and mutual responsibility (e.g. effectively influences others to gain cooperation and address issues; initiates and is responsive to requests from other products, regions, etc.)
  • Should be creative and innovative; challenges status quo; generates strategic advice/product/client solutions
  • Have a track record of formulating innovative ideas and gaining buy-in from senior management in addition to a track record of execution/delivery/process improvement/leadership in a challenging environment


Qualifications and experience:
  • Ability to multi-task and reprioritize work and demands throughout the day.
  • Demonstrates attention to details and accuracy in approach.
  • Excellent relationship building skills.
  • Strong analytical skills, including financial analysis.
  • Proficiency in Excel, Word and PowerPoint.
  • Interest in structuring credit transactions.
  • Ability to interact effectively with internal stakeholders.
  • Ability to learn about financial derivatives, investments and wealth advisory capabilities.
  • Excellent communication and interpersonal skills.
  • Ability to complete projects with limited supervision.
Apply Now    
Link for schema

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.