Transaction Execution [Multiple Positions Available]

About the role

Manage a team of professionals that deliver end-to-end transaction execution of trade and loan transactions. Up to 10% international travel required to JPMC sites.

Responsibilities

• Manage documentation negotiation of credit facilities and ancillary documentation, including liaising with internal and external counsel to prepare and review transactional documentation.
• Maintain oversight of system set-up and deal closing processes.
• Draw on expertise to suggest solutions for appropriate stakeholders including Bankers, Credit, Legal, Compliance, and Tax, ensuring timely involvement to reach resolutions.
• Manage controls framework, reporting, and escalation for transaction execution, including preparing and coordinating documentation deviations and approvals during negotiations.
• Lead team projects focused on continuous improvement, process enhancement, automation, and remit expansion.
• Execute and handle Traditional Trade documentation using Microsoft Word, DocuSign, SharePoint, and auxiliary documentation.
• Facilitate KYC and FinCEN recertification processes in partnership with Banking and Sales teams, supporting regulatory-compliant client onboarding.
• Perform end-to-end execution of investment banking trade products, including coordination of documentation, approvals, and closing procedures.
• Identify points of interaction that may cause execution delays in Credit, Trade, and Loan systems.
• Utilize system dashboards including Active Deals, Pending Deals Assignment, Aged Deals, and workflow management tools to proactively resolve transaction issues.
• Manage trade product execution across multiple jurisdictions and currencies using transaction platforms including SWIFT, adhering to international regulations, compliance requirements, and multi-currency settlement systems.
• Implement Investment Banking Trade and Loan controls and audit procedures.
• Facilitate engagement with external auditors and controls partners on audits of execution processes and procedures using audit management platforms via SharePoint.
• Draft and update Standard Operating Procedures for trade and loan transaction execution processes using document management systems including Adobe Experience Manager, Change Management Tool, and SharePoint.
• Conduct data gathering and analysis for trade and loan products using Tableau, Alteryx, and Microsoft Excel.
• Drive project management initiatives for product coverage expansion and process improvement using MS Project, cross-functional resource coordination, milestone definition, timeline management, and performance tracking.
• Coordinate client-facing legal agreement negotiations using contract management systems including DocuSign.

Requirements

Minimum education and experience required:

• Bachelor's degree in Business Administration, Finance, or related field of study plus 7 years of experience in the job offered or as Transaction Execution, Credit Product Delivery Transaction Execution Manager, Credit Product Delivery, or related occupation.
• The employer will alternatively accept a Master's degree in Business Administration, Finance, or related field of study plus 5 years of experience in the job offered or as Transaction Execution, Credit Product Delivery Transaction Execution Manager, Credit Product Delivery, or related occupation.

Skills

• Executing credit transactions.
• Facilitating KYC and FinCEN recertification processes.
• Performing end-to-end execution of investment banking trade products.
• Identifying execution delays in Credit, Trade, and Loan systems.
• Utilizing system dashboards and workflow management tools.
• Managing trade product execution across multiple jurisdictions and currencies using platforms like SWIFT.
• Implementing Investment Banking Trade and Loan controls and audit procedures.
• Facilitating engagement with external auditors using audit management platforms.
• Drafting and updating Standard Operating Procedures using document management systems.
• Conducting data analysis using Tableau, Alteryx, and Microsoft Excel.
• Driving project management initiatives using MS Project and cross-functional coordination.
• Coordinating legal agreement negotiations using contract management systems like DocuSign.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Pay

Salary: $179,088 - $185,000 per year. For those in eligible roles, discretionary incentive compensation may be awarded in recognition of individual achievements and contributions.

Schedule

Full-Time.

Location

545 Washington Boulevard, Jersey City, NJ 07310.

About Us

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

The Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions throughout the world entrust us with their business in more than 100 countries. The division provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world.