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Global Bank Loans Onboarding
3 weeks ago
JPMorgan is a leading global financial services company, admired for its innovation and excellence. Our diverse teams are our strength, driving success through continuous learning and cutting-edge technology. Join us to be part of a world-class team achieving great results for clients.
**Job Summary**:
As an Associate I within the Global Bank Loans team, you will play a crucial role in the onboarding, servicing, and maintenance of bank loans across global traditional fund services. Your primary focus will be on the Onboardings team, where you will be responsible for collecting necessary data for onboarding new bank loans, establishing accounts on various internal and external systems, loading incoming positions and reconciling day one positions to ensure accuracy, and proving a seamless transition to the operations teams after onboarding. In addition to these core responsibilities, you will handle communications and take ownership of processes to ensure timely completion of onboardings. Success in this role requires being proactive, organized, and agile, with the ability to manage multiple projects simultaneously in a high-pressure, time-sensitive environment.
**Responsibilities**:
- Be the point of contact for each project by taking ownership of end-to-end onboarding activities including fund manager communications, instruction capture setups, static data configurations, and eventually bringing the accounts live.
- Develop a deep understanding of the bank loan model and presenting it to clients and fund managers.
- Process trade, lifecycle, and settlement related activities for all bank loan types.
- Monitor, track, and complete numerous JIRAs on a daily basis.
- Create and use multi-source reconciliation models to determine, investigate, and help resolve differences during Production Parallel stages.
**Required Qualifications, Capabilities, and Skills**:
- Hold a Bachelor degree or prior work experience.
- Demonstrate self-starting ability with strong independence and entrepreneurial attitude to take ownership of projects.
- Exhibit strong English speaking and writing skills.
- Operate effectively in a global environment and matrix-managed organization.
- Possess strong technical skills including accounting principles and theories.
- Build and maintain effective working relationships with clients and counterparties.
- Work EMEA shift and be flexible with working hours.
**Preferred Qualifications, Capabilities, and Skills**:
- Learn quickly both technical knowledge and systems.
- Be results-oriented; create and sustain a target-driven environment.
- Have knowledge or prior work experience with Bank Loans.