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Wealth Management - Credit Middle Office - Team Leader

Req #: 180019901
Location: Bangalore East, KA, IN
Job Category: Asset Management
Potential Referral Amount: 20000 Indian Rupee (INR)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, 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.

Key Responsibilities:
Facility / Transaction Processing:
  • Track clients due for annual review and initiate preparation with lender.
  • Manage annual review volume to ensure risk grading and client experience is not negatively impacted.
  • Assist CLT Lender in determining specific collateral value of marketable securities.
  • Prepare credit write-ups and documentation for fully secured credit facilities.
  • Capture terms and conditions stipulated in the Loan Origination System into the corporate credit platform.
  • Establish and monitor proper linkages between the Corporation Credit Systems.
  • Advise market partners and other team members on facility rates, collateral values, and credit exposure information.
  • Coordinate with internal staff and external constituencies to ensure approved facilities are correctly booked.
  • Maintain electronic credit documentation and file maintenance within Corporate Repository Systems.
  • Participate in regular credit training to continually enhance credit skills.

Qualifications and experience:
  • Ability to multi-task and re-prioritize work and demands throughout the day.
  • Demonstrates attention to details and accuracy in approach.
  • Excellent relationship building skills.
  • Strong analytical skills, including financial analysis.
  • Proficiency in Excel, Word and PowerPoint.
  • Interest in structuring credit transactions.
  • Ability to interact effectively with internal stakeholders.
  • Ability to learn about financial derivatives, investments and wealth advisory capabilities.
  • Excellent communication and interpersonal skills.
  • Ability to complete projects with limited supervision.
  • Bachelor's degree in finance or related field.
  • OS, ARC, WS, CC, EN, SRGT, SELM, etc.) experience is a plus.
  • Minimum 3-5 years of work experience
  • Any additional professional degree will be an added advantage.
  • Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
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