
Global financial services firm
Commercial & Investment Bank Operations - Loan Agency & Trading Services - Associate
Join a dynamic team at JPMorgan Chase where your expertise in loans documentation will drive impactful client solutions across APAC. This role offers significant career growth, exposure to global markets, and the opportunity to collaborate with industry leaders. Develop your skills in a fast-paced environment while contributing to innovative financial services. Be part of a team that values partnership, excellence, and continuous improvement. Advance your career with a firm committed to your professional development.
As a Loan Agency and Trading Services Associate in the APAC Wholesale Lending Services Middle Office, you will coordinate syndicated loan transactions and support primary and secondary loan trading. You will work closely with internal and external stakeholders to ensure accurate documentation and seamless execution. Your role is essential in maintaining operational controls and delivering high-quality client service. You will be part of a collaborative team focused on efficiency, risk management, and process improvement. This position offers exposure to diverse markets and the opportunity to build strong professional relationships.
The APAC Wholesale Lending Services Middle Office provides end-to-end support for loan origination, agency, servicing, and trading across multiple business lines. Our services are tailored to client needs, ranging from bilateral to syndicated transactions. As an Associate, you will play a key role in managing deal pipelines, facilitating settlements, and ensuring compliance with industry standards. You will also have the chance to participate in regional and global projects aimed at enhancing operational effectiveness.
Job responsibilities
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Draft and manage Non-Disclosure Agreements and oversee information flow with internal and external parties
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Ensure accurate capture of trade details in booking systems
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Prepare and coordinate LMA/LSTA trade documentation and settlement efforts
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Monitor and manage agency deal pipeline, liaising with deal originators and legal counsel
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Review and interpret documentation to ensure operational feasibility and negotiate as needed
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Collaborate with internal teams for credit and booking system setup
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Verify satisfaction of Conditions Precedent in partnership with counsel and deal teams
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Maintain ongoing client and syndicate transactions, managing queries and payments
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Manage loan transfers, waiver and amendment requests, and track financial covenants
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Uphold quality measures and standards to meet client service and control requirements
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Participate in local, regional, and global projects to drive efficiency and process improvements
Required qualifications, capabilities and skills
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Bachelor’s degree or equivalent
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Minimum 4 years’ experience in a financial institution, with at least 2 years in loans documentations/middle office
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Excellent communication and relationship-building skills with stakeholders at all levels
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Strong attention to detail and a control-oriented mindset
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Proven decision-making abilities and problem-solving skills
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Initiative to escalate issues appropriately
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Proactive self-starter with dependable, timely, and accurate support delivery
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Flexibility and adaptability in a rapidly changing environment
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Proficiency in Microsoft Suite (Word, Excel, PowerPoint, Visio) and web-based technology
Preferred qualifications, capabilities and skills
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Experience with Clearpar or equivalent trade settlement platforms
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Knowledge of APLMA/LMA documentation
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Familiarity with loan transfer documentation and settlements
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Experience with Loan IQ system
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Exposure to Australia and Japan markets and participants
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Business proficiency in Japanese (JLPT N1) to support clients in Japan
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Experience with Tableau, Alteryx, or other data analysis tools
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关于JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
员工数
New York City
总部位置
$500B
企业估值
评价
10条评价
3.8
10条评价
工作生活平衡
3.5
薪酬
4.0
企业文化
3.8
职业发展
3.2
管理层
2.8
68%
推荐率
优点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
缺点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
薪资范围
44个数据点
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6份报告
$126,500
年薪总额
基本工资
$110,000
股票
-
奖金
-
$103,500
$201,250
面试评价
4条评价
难度
3.0
/ 5
时长
14-28周
录用率
50%
体验
正面 25%
中性 75%
负面 0%
面试流程
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
常见问题
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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