Manage end-to-end leveraged loan transactions, review and negotiate credit facility and ancillary legal documentation, liaise with internal/external counsel and front-office stakeholders, ensure risk and controls compliance, prepare approvals for documentation deviations, and contribute to process-improvement initiatives.
Are you interested in transaction management and have experience in the review and negotiation of loan documentation? Join our team and make an impact!
As a Leveraged Loans Transaction Management Specialist within the Credit Products Delivery team, you will serve as a transaction-management partner for clients of the Commercial & Investment Bank. Your role will involve providing loan market expertise in the negotiation and review of credit facility documentation and managing end-to-end transactions for leveraged loan products. You will work closely with JP Morgan's client coverage teams, Risk partners, internal & external legal counsel, and agent banks.
Job responsibilities
- Deliver best-in-class management of loan documentation negotiations as an integral component of the broader transaction execution process for credit facilities and ancillary legal documentation, particularly for corporate clients, and including oversight of the deal-closing process
- Face clients (or their legal counsel) in close partnership with key internal stakeholders such as Front Office Bankers and Credit Risk Officers to review and support the negotiation of legal documentation
- Liaise with internal/external counsel in the review of facility documentation on behalf of JP Morgan
- Draw on transactional, geographic and/or sectoral expertise to suggest mitigants/solutions for internal stakeholders as necessary, ensuring their timely involvement to reach resolutions
- Operate to the requirements of the internal controls framework, including the preparation and coordination of approvals for documentation deviations during negotiations
- Actively contribute and drive wider projects and initiatives of impact to the role and team
Required qualifications, capabilities, and skills
- In-depth technical knowledge and understanding of loan documentation (in particular, LMA Syndicated Facilities; and Financial Sponsor precedent terms)
- Strong understanding of lending products and associated legal agreements
- Ability to identify problems and escalate them promptly
- Excellent coordination skills and a strong focus on risk & controls
- Proven organisation skills, with ability to work well under pressure and to tight deadlines, including strong prioritization skills
- Excellent verbal, written, and interpersonal communication skills; ability to interact professionally and confidently with the Front Office and other stakeholders globally
- Confident, proactive, assertive where required, and energetic
- Set high standards of performance for self
- Ability to adapt to a rapidly-changing business and technological environment
- Think strategically and tactically to generate ideas around process improvement, with the flexibility to adjust to new innovations, regulations, and business priorities
- Good working knowledge of Microsoft applications, especially Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
- Language skills welcomed
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
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