LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Trading Services Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 days ago

No clicks

**Trading Services Associate** in Bournemouth, supporting trade operations for secondary loan closings. Key responsibilities include: liaison with traders, clients, and counsel; portfolio management; document review (LMA standards, credit agreements); issue identification and escalation; and risk tracking via regular MIS reporting.Required: loan experience, Microsoft Office Suite proficiency, excellent communication and analytical skills, self-motivation, teamwork. Preferred: familiarity with LoanIQ, ClearPar, LMA documentation, trade lifecycle, syndicated loans, trading operations. Join the collaborative Wholesale Lending Services team for career growth.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United Kingdom

Full Job Description

Location: BOURNEMOUTH, DORSET, United Kingdom

Join a collaborative team where youll support trade operations, manage priorities, and grow your career.

As a Trading Services Associate within the Loan Trading Documentation team, you will be responsible for secondary trade closing support. Wholesale Loan Middle Office is a part of Wholesale Lending Services that primarily supports the European Credit Trading, and Syndicated Leverage Finance businesses within the Corporate and Investment Bank.

Job responsibilities

  • Work with front office traders and sales coverage, clients, counsel and operations to settle secondary par loan trades 
  • Establish and maintain strong working relationships with clients/counterparts 
  • Manage a trade portfolio across various lines of business while maintaining a clean aging profile 
  • Review Loan Market Association (LMA) standard documents and other legal documents including trade confirms, assignment agreements, proceeds letters, participation agreements, cash collateral agreements, and multilateral agreements 
  • Review credit agreements, specifically assignability language 
  • Identify and escalate issues to the front office trading assistants/traders/salespeople, in-house legal counsel and management, when necessary 
  • Prepare daily/weekly MIS reporting to track the status of open items and measure risk
     

Required qualifications, capabilities, and skills: 

  • Loan experience
  • Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
  • Excellent oral and written communication skills 
  • Excellent analytical and critical thinking skills 
  • Ability to take initiative and self-motivate as well as work as part of a team

 

Preferred qualifications, capabilities, and skills

  • Familiarity with loan-based software (LoanIQ, ClearPar) 
  • Experience with LMA standard documentation, knowledge of the LMA Standard Terms and Conditions 
  • Knowledge of the trade lifecycle and/or experience supporting a trading business 
  • Familiarity with syndicated loans 
  • Prior knowledge of loan products or trading operations
Join the Wholesale Lending Services group who provide global end-to-end loan origination, servicing, restructuring and trading support

Trading Services Associate

Compensation

Not specified

City: Not specified

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

2 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Trading Services Associate** in Bournemouth, supporting trade operations for secondary loan closings. Key responsibilities include: liaison with traders, clients, and counsel; portfolio management; document review (LMA standards, credit agreements); issue identification and escalation; and risk tracking via regular MIS reporting.Required: loan experience, Microsoft Office Suite proficiency, excellent communication and analytical skills, self-motivation, teamwork. Preferred: familiarity with LoanIQ, ClearPar, LMA documentation, trade lifecycle, syndicated loans, trading operations. Join the collaborative Wholesale Lending Services team for career growth.

Full Job Description

Location: BOURNEMOUTH, DORSET, United Kingdom

Join a collaborative team where youll support trade operations, manage priorities, and grow your career.

As a Trading Services Associate within the Loan Trading Documentation team, you will be responsible for secondary trade closing support. Wholesale Loan Middle Office is a part of Wholesale Lending Services that primarily supports the European Credit Trading, and Syndicated Leverage Finance businesses within the Corporate and Investment Bank.

Job responsibilities

  • Work with front office traders and sales coverage, clients, counsel and operations to settle secondary par loan trades 
  • Establish and maintain strong working relationships with clients/counterparts 
  • Manage a trade portfolio across various lines of business while maintaining a clean aging profile 
  • Review Loan Market Association (LMA) standard documents and other legal documents including trade confirms, assignment agreements, proceeds letters, participation agreements, cash collateral agreements, and multilateral agreements 
  • Review credit agreements, specifically assignability language 
  • Identify and escalate issues to the front office trading assistants/traders/salespeople, in-house legal counsel and management, when necessary 
  • Prepare daily/weekly MIS reporting to track the status of open items and measure risk
     

Required qualifications, capabilities, and skills: 

  • Loan experience
  • Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
  • Excellent oral and written communication skills 
  • Excellent analytical and critical thinking skills 
  • Ability to take initiative and self-motivate as well as work as part of a team

 

Preferred qualifications, capabilities, and skills

  • Familiarity with loan-based software (LoanIQ, ClearPar) 
  • Experience with LMA standard documentation, knowledge of the LMA Standard Terms and Conditions 
  • Knowledge of the trade lifecycle and/or experience supporting a trading business 
  • Familiarity with syndicated loans 
  • Prior knowledge of loan products or trading operations
Join the Wholesale Lending Services group who provide global end-to-end loan origination, servicing, restructuring and trading support