Portfolio Finance Loan Associate

Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of a company that supports your professional journey and offers exciting challenges.

As the Portfolio Finance Loan Associate in Custom Financing Support, you will provide Middle Office (MO) and Loan Servicing support to the Portfolio Financing desk in support of their lending business. You will coordinate between Structuring, Credit, Product Control, Finance, and other Wholesale Lending Services groups within Structured Finance. The Structured Finance product are specialized loans issued by JP Morgan Chase to provide liquidity to investment banking clients in order to fund purchases of debt and equity interest in middle market companies.

Job Responsibilities

• Serve as primary Middle Office resource supporting all structured lending transactions entered into by the Portfolio Financing desk.
• Coordinate communications between structuring, the trading desk, Credit Risk, and operational stakeholder groups in order to close new structured finance transactions.
• Perform loan servicing responsibilities relating to all Portfolio Finance loan products including, but not limited to, processing of advances, paydowns and calculation of interest.
• Assist the Front Office in management of deal lifecycle activities (drawings, distributions, waterfalls, etc.) by running hypothetical scenarios based on client requests to ensure compliance with the deal triggers.
• Perform ongoing monitoring of structured finance deal triggers and compliance conditions including Market Value triggers, Portfolio value, Concentration limits, and Borrowing Base tests.
• Serve as primary point of contact for client inquiries for the firm’s buy‑side customers, including hedge funds and asset managers.
• Work with Product Control teams to ensure accuracy in the desk’s P&L related to the structured financing product.

Required qualifications, capabilities, and skills

• Extensive experience in trading or financial services, showcasing a deep understanding of industry practices and operations.
• Strong analytical and problem‑solving skills, enabling effective decision‑making and innovative solutions.
• Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
• Proficiency in Microsoft Office Suite, particularly Excel, along with advanced digital literacy for integrating innovative technologies in trade services.
• Ability to thrive in fast‑paced environments, maintaining a detail‑oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities.
• Demonstrated capability to work collaboratively in team settings, with a solid knowledge of trading systems and financial markets, and a strong commitment to delivering high‑quality results.

Preferred qualifications, capabilities, and skills

• Proficiency in trading platforms and software, demonstrating the ability to effectively navigate and optimize these tools.
• Understanding of regulatory requirements in the trading industry, ensuring compliance and adherence to industry standards.
• Capability to leverage digital literacy for adopting and integrating innovative technologies, enhancing trade services and operational efficiency.
• Skill in utilizing AI and machine learning to enhance trade service processes, driving improved decision‑making and data‑driven insights.