Wealth Management - Private Bank Agency Services Specialist

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. 

J.P. Morgan Asset & Wealth Management, 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. 

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

As a part of the Syndications - Agency Services Team, JPM provides a platform to drive the distribution capability of the Private Bank. This role will work closely with key stakeholders across the Firm — such as Private Bankers, Credit Risk, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team.

Primary Function:

• Support the Syndications Desk with origination and maintenance of loan facilities
  • Within Syndications - The Agency Services team will serve as the main point of contact for coordinating bank outreach to deal stakeholders (lawyers, lenders, etc.), while working closely with the Firm Management team and Lending teams.
  • Responsible for internal reporting strategy, including establishing and maintaining databases and templates.
  • Responsible for external outreach for participant lender-facing activities, including bank group coordination of closing waivers, originations, extensions, consents, amendments, and refinancings, on transactions in our portfolio where JPMorgan acts as Administrative Agent to a client.
  • Communicate directly with clients, private bankers and lenders, underwriters, legal counsel, credit risk and loan closing teams.
  • Partner with lender and legal counsel on document negotiations and oversee coordination of legal documents and comments from bank groups within a syndicated loan group.
• Portfolio Management
  • Effectively drives the operational function that administers and supports the management of a syndicated loan portfolio. 
  • Communicate directly with clients and serve as primary point of contact for within a bank group for modifications, annual reviews, borrowing bases, and quarterly check-ins. 
  • Manage existing bank group relationships, and look for opportunities to aggregate data and provide competitive color on market dynamics. 
  • On an annual basis, suggest enhancements to improve efficiencies. 
  • Liaise with the broader lending organization to assist with transactional questions and/or process improvements. 

• General 
  • Analyze and report common client requests and regularly update senior management. 
  • Suggest enhancements to processes and procedures in order to improve efficiency.

Qualifications:

• 3-5 years of experience in Wealth Management or Banking preferred

• A Bachelor’s Degree

• Demonstrated ability for sales and client relationship management

• Strong communication, decision-making and interpersonal skills

• Excellent organizational and time-management skills and attention to detail

• Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision

• Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package

J.P. Morgan is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

Learn more about J.P. Morgan Private Bank & our capabilities in the meantime at: https://am.jpmorgan.com/private-bank/public/gl/en/home