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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.
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