Credit Middle Office

2 weeks ago

Bengaluru, India JPMorgan Chase Bank, N.A. Full time

In this role, you will primarily support the JPMorgan Wealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process. Your primary responsibilities and functions are as follows:

- Partner with Underwriters and Lending Specialists to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform.
- Establish and monitor proper linkages between the Corporation Credit Systems.
- Coordinate with internal staff (Underwriters, Lending Specialists, and Wholesale Loan Services) and external constituencies (customer, legal counsel) to ensure approved facilities are correctly booked for loan closings.
- Coordinates the global approval for cross LOB requests to include exposure to customers that are managed by units outside of the family responsibility area.
- Ensure that Country of Risk allocations are accurate and/or that Senior Country Officer concurrence is obtained, if required.
- Assist in issuance of letters of credit and amendments and monitor/manage ARC LC queues for approvals of new and evergreen LCs.
- Manage and monitor credit exposure information on the corporate credit systems.
- Coordinate all administrative aspects of portfolio management on a day to day basis including, but not limited to, identifying unlinked outstanding, over limits, temporary facility extension or increases.
- Support the information needs as a result of internal and external examinations, portfolio reviews, credit audits and quality reviews.
- Manage market and LOB transfers as clients and facilities are moved to new markets or to other LOBs outside of PB
- Creation of and maintaining client information records in internal systems

**Additional core responsibilities include**:

- Regulatory reporting updates for CCAR dates post loan set up
- Unilateral notice mailing and tracking activities
- Identification of trends specific to market, process and recommendation of training or process updates
- Participate in strategic initiatives including Loan Doc Platform integration to streamline DocuSign and WLS activities
- Signature Validation processes to confirm valid client signatures
- Ensure consistent global use of key data elements - Reg U form and execution, Reg Z minimum amounts, specific Operational flags and RRC codes associated with evergreen and purpose credits
- Engage in relevant global consistency initiatives
- Develop and enhance partnership relationships between the Lending Solutions, Securities Based Lending, Underwriters, Credit Risk Analysts, Client Services, Collateral, Covenants, and Closing functions and between Wholesale Lending Services, Global Trade Services and other JPMC product and service groups who support Asset Wealth Management clients.

**Qualifications**
- B.A., B.S., or relevant work experience
- **Experience Min 0- 5 years' **experience in Financial Services environment.
- Ability to multi-task and reprioritize work and demands throughout the day
- Ability to interact with varying levels throughout the organization
- The ability to recognize work in the pipeline and willing to work to completion
- Legal documentation knowledge-ability to read and understand legal terms and conditions
- Excellent communications skills, both oral, written and presentation, MS Office, MS excel, SharePoint.
- Ability to represent AWM in all working groups that involve decision making on behalf of the business
- Credit concepts, policy/regulatory framework, loan and derivative products
- Credit Risk Infrastructure, tools and processes a plus (ARC, EN, SRGT, CRRT, OWL, SELM, etc.)
- Transformation skills a plus-Signavio, Alteryx, Xceptor

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

  • Credit Middle Office

    2 weeks ago

    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    The Securities Based Lending Team (SBL) is part of JP Morgan's Asset and Wealth Management's Credit Middle Office. The primary focus is on supporting the client need for lines of credit based on the quality and diversification of their asset portfolio. The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the...

  • Credit Middle Office

    1 week ago

    Bengaluru, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Securities Based Lending Team (SBL) is part of JP Morgan’s Asset and Wealth Management’s Credit Middle Office. The primary focus is on supporting the client need for lines of credit based on the quality and diversification of their asset portfolio. The group combines a focus on credit worthiness along with evaluation of...

  • Credit Risk Middle Office

    3 weeks ago

    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    The Securities Based Lending Team (SBL) is part of JP Morgan's Asset and Wealth Management's Credit Middle Office. The primary focus is on supporting the client need for lines of credit based on the quality and diversification of their asset portfolio. The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the...

  • Credit Middle Office

    5 days ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Organization DescriptionJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides clients, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment...

  • Credit Middle Office

    5 days ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    In this role, you will primarily support the JPMorgan Wealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process.Your primary responsibilities and functions are as follows: Partner with Underwriters and Lending Specialists to capture terms and...

  • Credit Middle Office

    2 months ago

    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    In this role, you will primarily support the JPMorgan Wealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process. Your primary responsibilities and functions are as follows: - Partner with Underwriters and Lending Specialists to capture terms...

  • Credit Middle Office

    2 weeks ago

    Bengaluru, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities**: In this role, you will primarily support the JPMorgan Wealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process. Your primary responsibilities and functions are as follows: - Partner with...

  • Credit Middle Office

    2 months ago

    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    **Organization Description** J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides clients, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment...

  • Operations Middle Office

    5 days ago

    Bengaluru, Karnataka, India Squarepoint Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and quantitative strategies across financial markets to achieve high quality, uncorrelated returns. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research. As a technology and data-driven firm,...

  • Operations Middle Office

    3 weeks ago

    Bengaluru, India Squarepoint Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and quantitative strategies across financial markets to achieve high quality, uncorrelated returns. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research. As a technology and data-driven firm,...

  • Credit Risk Associate

    2 weeks ago

    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As a Credit Risk Associate, you help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers, and communities. You will be conducting Credit Analysis of Corporate clients in the Middle Markets team in Commercial...

  • Associate-middle Office

    2 weeks ago

    Bengaluru, India Apex Group Full time

    Associate-Middle Office Location: Bangalore, India Date Posted: May 15, 2023 **Description** **ASSOCIATE -** **Middle Office**Reporting** - The position reports to AVP - Middle Office**Responsibilities** - Working as a member of the Trade Processing team that includes trade capture, Matching settlement of Securities, FX and Money market instruments. -...

  • Middle Office

    5 days ago

    Bengaluru, Karnataka, India State Street Full time

    Experienced in middle office function, trade capture & trade amendments in products such as equities, fixed income, futures, foreign exchange, Repo and the related OTC derivative productsExperienced in trade affirmation, trade confirmation of generic equities, fixed income, futures, foreign exchange and the related OTC derivative productsConceptual...

  • Associate-middle Office

    5 days ago

    Bengaluru, Karnataka, India Apex Group Full time

    Associate-Middle OfficeLocation: Bangalore, IndiaDate Posted: May 15, 2023DescriptionASSOCIATE -Middle OfficeReporting**- The position reports to AVP - Middle OfficeResponsibilities Working as a member of the Trade Processing team that includes trade capture, Matching settlement of Securities, FX and Money market instruments. Process Global Security...

  • Associate-middle Office

    2 weeks ago

    Bengaluru, India LRI Invest S.A. Full time

    Location: Bangalore, India Date Posted: May 15, 2023 **Description** **ASSOCIATE -** **Middle Office**Reporting** - The position reports to AVP - Middle Office**Responsibilities** - Working as a member of the Trade Processing team that includes trade capture, Matching settlement of Securities, FX and Money market instruments. - Process Global Security...

  • Associate - Middle Office

    2 weeks ago

    Bengaluru, Karnataka, India LRI Invest Full time

    Description Associate - Middle Office PUNE, BANGALORE Reporting The position reports to AVP - Middle Office Key duties and responsibilities - Planning, scheduling and managing the daily workflows of all client deliverables within the team. - Responsible to review/prepare the Middle Office Reconciliations on a daily/Monthly basis. - Prepare...

  • Credit Risk

    1 week ago

    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    **Job title**: J.P. Morgan - Credit Risk Associate - Middle Market Corporates (exposures over $10MM) As a Credit Risk Associate, you help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers, and communities. You will be...

  • Credit Saison

    5 days ago

    Bengaluru, Karnataka, India Credit Saison Finance Pvt Ltd Full time

    About Credit Saison India : Credit Saison India (registered as Kisetsu Saison Finance (India) Private Limited) is an NBFC registered with the Reserve Bank of India (RBI). CS India is part of Saison International, the global business arm of Credit Saison with a focus on wholesale and direct lending as well as integrated tech partnerships with leading NBFCs...

  • Associate - Middle Office

    2 weeks ago

    Bengaluru, Karnataka, India LRI Invest Full time

    Description ASSOCIATE - Middle Office PUNE & Bangalore Reporting The position reports to AVP Middle Office Key duties and responsibilities - Responsible to book daily trades into Middle office system. - Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If any breaks are due to an erroneous or...

  • Middle Office- Associate

    3 weeks ago

    Bengaluru, Karnataka, India State Street Corporation Full time

    Middle Office - Associate **Who we are looking for**: Responsible for the reviewing, analyzing and approval of client's reports associated external asset managers. Under the direction of the Officer/AVP/VP, monitors assigned accounts to ensure they are meeting client's requirements. Expected to work with reduced oversight to identify exceptions and escalate...